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  5. Financial Consultant
Fidelity Investments logo

Financial Consultant

Not Disclosed•Full-TimeOn-site

location_on2825, Willow Avenue, Fullerton, Orange County, California, 92835, United States

Apply Now

About the Role

If you are ready to shift your focus from sourcing new clients to deepening relationships and crafting complex financial plans, this role offers the perfect environment. As a Financial Consultant within Fidelity's Investor Center, you will engage face-to-face with customers, providing personalized guidance and planning while extending the firm's brand reach.

Fidelity distinguishes itself with a business model that provides an existing client base and institutional feeders of business, allowing you to concentrate on nurturing long-term connections. You will be supported by an open architecture product platform and top-tier resources in the financial industry, empowering you to deliver outstanding customer experiences and help clients thrive.

Our Culture and Support

At Fidelity, we believe in approaching life holistically and empowering professional growth, flexibility, and support to enable long-term success for both our associates and our clients. We are committed to your development, offering training in-branch, regionally, nationally, and virtually to ensure you have the tools needed to succeed. You will not fail due to a lack of training or onboarding.

We offer a competitive total rewards package designed to help you and your family strike the right balance. This includes comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, and educational assistance such as tuition reimbursement and student loan repayment programs.

Hiring Process and Application

Please note that the application window closes when the position is filled or unposted. Fidelity is not providing immigration sponsorship for this position. As our business is governed by various securities and financial regulations, including those from FINRA, hiring decisions may be restricted for individuals with certain criminal histories.

Equal Opportunity Employer

Fidelity is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background.

Work location

Work model: On-site

location_on

2825, Willow Avenue, Fullerton, Orange County, California, 92835, United States

Fullerton, California

Key Responsibilities

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Fidelity Investments logo

Financial Consultant

Fidelity Investments • New York, New York

$60k-75karrow_forward
  • check_circleEngage face-to-face with customers to offer guidance and personalized financial planning
  • check_circleDeepen relationships with an existing client base to extend the firm's brand reach
  • check_circleProvide comprehensive investment solutions and retirement plans to meet client needs
  • check_circlePresent complex financial solutions to knowledgeable clients while building rapport
  • check_circleIntroduce clients to various investment strategies and bring together additional assets
  • check_circleMentor and support customers as they work toward their retirement goals

Requirements

  • verifiedFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • verifiedDegree and/or other professional certifications are helpful
  • verifiedFidelity is not providing immigration sponsorship for this position

Nice to Have

Degree and/or other professional certifications, specifically a CFP.

Benefits & Perks

check_circleComprehensive health care coverage and emotional well-being supportcheck_circleMarket-leading retirement planscheck_circleGenerous paid time off and parental leavecheck_circleCharitable giving employee match programcheck_circleEducational assistance including student loan repaymentcheck_circleTuition reimbursement programcheck_circleLearning resources to develop your careercheck_circleTraining in-branch, regionally, nationally, and virtually
Fidelity Investments cover image
Fidelity Investments logo
Company

Fidelity Investments

Industry

Financial Services

Headquarters

Boston, MA

Open Roles

15

Here to help you grow your savings and invest in the life you want.

Fidelity Investments, headquartered in Boston, Massachusetts, operates within the financial services industry with a core mission to enhance the financial well-being of its customers. The organization delivers outcomes for a diverse range of clients, including individuals, families, employers, wealth management firms, and institutional partners. Its operational strength is derived from a large-scale, diversified portfolio of financial services businesses designed to address the unique needs of a broad and expanding customer base. As a privately held entity for 78 years, Fidelity manages significant assets under administration totaling $15.0 trillion, with discretionary assets reaching $5.9 trillion as of March 31, 2025. This substantial scale supports its ability to serve millions of clients globally. The company maintains a global workforce of more than 77,000 associates, with operations established across the United States, Ireland, and India. This extensive footprint allows Fidelity to provide consistent service and support to its international clientele while maintaining a focus on long-term growth and stability within the financial sector.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

Mid Level

Job Type

Full-Time

Skills Required

Finra Series 7Finra Series 66Finra Series 63CFP
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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Job seekers
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Accessibility