Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on935, North Fern Street, West Anaheim, Anaheim, Orange County, California, 92801, 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 providing high-quality financial guidance and services to clients, leveraging a vast array of financial products including retirement planning and brokerage services.
About the Role
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.
Equal Opportunity
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace.
Work location
Work model: On-site
935, North Fern Street, West Anaheim, Anaheim, Orange County, California, 92801, United States
Anaheim, California
Key Responsibilities
- check_circleConduct comprehensive financial planning and analysis for clients
- check_circleDevelop tailored investment strategies and manage client portfolios
- check_circleStay updated with market trends and financial products
- check_circleBuild and maintain strong, long-lasting customer relationships
- check_circleEducate clients about financial products and services
- check_circleEnsure compliance with regulatory requirements
Requirements
- verifiedCertified Financial Planner (CFP) preferred
- verifiedFINRA series 7 and 63 licenses may be required
Nice to Have
Certified Financial Planner (CFP)
Benefits & Perks
check_circleMedical Insurancecheck_circleDental Insurancecheck_circleVision Insurancecheck_circleLife Insurancecheck_circle401k
