Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on13863, Reis Street, South Whittier, Los Angeles County, California, 90605, United States
About the Team
Fidelity Investments is a renowned leader in the financial services industry and one of the world's largest asset managers. Our dedicated team in Boston, MA, is committed to helping clients navigate their financial futures with confidence and clarity.
About the Role
As a Financial Consultant, you will leverage your expertise and our extensive resources to provide high-quality financial guidance and services. This role exists to help clients achieve their financial goals through strategic planning and personalized service. You will utilize our vast array of financial products, including retirement planning and brokerage services, to build and maintain strong, long-lasting customer relationships.
Hiring Process
Interested candidates should submit their application through the Fidelity careers portal. The selection process typically involves an initial screening, followed by interviews with the hiring team to assess technical knowledge and cultural fit.
Equal Opportunity
Fidelity Investments is an equal opportunity employer. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.
Work location
Work model: On-site
13863, Reis Street, South Whittier, Los Angeles County, California, 90605, United States
California
Key Responsibilities
- check_circleConduct comprehensive financial planning and analysis for clients
- check_circleDevelop tailored investment strategies and manage client portfolios
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Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
Day-to-day, the Financial Consultant at Fidelity Investments will conduct comprehensive financial planning and analysis for clients; develop tailored investment strategies and manage client portfolios; build and maintain strong, long-lasting customer relationships; and educate clients about financial products and services.
What are the requirements for this Financial Consultant role?expand_more
To qualify for the Financial Consultant at Fidelity Investments position, applicants should have: Certified Financial Planner (CFP) preferred; and FINRA series 7 and 63 licenses may be required.
Where is the Financial Consultant role at Fidelity Investments located?expand_more
Financial Consultant at Fidelity Investments is based in 13863, Reis Street, South Whittier, Los Angeles County, California, 90605, United States. This is a on-site role.
Is this Financial Consultant job remote, hybrid, or on-site?expand_more
Fidelity Investments has listed this Financial Consultant role as on-site.