
location_on935, North Fern Street, West Anaheim, Anaheim, Orange County, California, 92801, United States
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 providing high-quality financial guidance and services to clients, leveraging a vast array of financial products including retirement planning and brokerage services.
As a Financial Consultant, you will leverage your expertise and our resources to help clients achieve their financial goals through strategic planning and personalized service. This role offers the unique opportunity to make a tangible impact by building and maintaining strong, long-lasting customer relationships. You will be responsible for conducting comprehensive financial planning and analysis, developing tailored investment strategies, and managing client portfolios while staying updated with market trends and financial products. A key part of your day will involve educating clients about our financial products and services while ensuring strict compliance with regulatory requirements.
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace.
Work model: On-site
935, North Fern Street, West Anaheim, Anaheim, Orange County, California, 92801, United States
Anaheim, California
Certified Financial Planner (CFP)