Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onRancho Camino Drive, Pomona Ranch Plaza, Pomona, Los Angeles County, California, 91766, 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 our clients. We leverage a vast array of financial products, including retirement planning and brokerage services, to help individuals achieve their financial goals through strategic planning and personalized service.
About the Role
As a Financial Consultant, you will serve as a trusted advisor, utilizing your expertise and our extensive resources to guide clients through their financial journeys. This role exists to bridge the gap between complex market dynamics and personal financial aspirations. You will conduct comprehensive financial planning and analysis, developing tailored investment strategies while managing client portfolios. Your day-to-day involves staying updated with market trends, educating clients on financial products, and building strong, long-lasting relationships. Success in this position requires navigating regulatory requirements with precision while managing multiple client accounts with a focus on detail and communication.
Equal Opportunity
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace.
Work location
Work model: On-site
Rancho Camino Drive, Pomona Ranch Plaza, Pomona, Los Angeles County, California, 91766, United States
Pomona, California
Key Responsibilities
- check_circleConduct comprehensive financial planning and analysis for clients
- check_circleDevelop tailored investment strategies and manage client portfolios
Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
In this Financial Consultant at Fidelity Investments role, you will conduct comprehensive financial planning and analysis for clients; develop tailored investment strategies and manage client portfolios; stay updated with market trends and financial products; and build and maintain strong, long-lasting customer relationships.
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 Rancho Camino Drive, Pomona Ranch Plaza, Pomona, Los Angeles County, California, 91766, 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.