
location_onRancho Camino Drive, Pomona Ranch Plaza, Pomona, Los Angeles County, California, 91766, 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 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.
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.
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace.
Work model: On-site
Rancho Camino Drive, Pomona Ranch Plaza, Pomona, Los Angeles County, California, 91766, United States
Pomona, California
Certified Financial Planner (CFP)