Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onWest Grand Boulevard, Corona, Riverside County, California, 92879, 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 achieve their financial goals through strategic planning and personalized service.
About the Role
As a Financial Consultant, you will leverage your expertise and our vast array of financial products—including retirement planning and brokerage services—to provide high-quality financial guidance. This role exists to make a tangible impact on our clients' lives by developing tailored investment strategies, managing portfolios, and conducting comprehensive financial planning and analysis.
You will be the primary point of contact for your clients, building and maintaining strong, long-lasting relationships while educating them on financial products and services. Success in this position requires staying updated with market trends and ensuring strict compliance with all regulatory requirements.
Hiring Process
Interested candidates are encouraged to apply directly through our careers portal. The selection process typically involves an initial screening to discuss your background and experience, followed by interviews with team members to assess your fit and expertise.
Equal Opportunity
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background.
Work location
Work model: On-site
West Grand Boulevard, Corona, Riverside County, California, 92879, United States
Corona, 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
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
Fidelity Investments is looking for candidates who meet the following requirements: 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 West Grand Boulevard, Corona, Riverside County, California, 92879, 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.
How much experience is required for this Financial Consultant role?expand_more
Candidates for Financial Consultant at Fidelity Investments should have mid level.
What skills do you need for the Financial Consultant role at Fidelity Investments?expand_more
Key skills for Financial Consultant at Fidelity Investments include Financial Software; Certified Financial Planner; Series 7; and Series 63.
What category does the Financial Consultant role belong to?expand_more
Financial Consultant at Fidelity Investments is part of the accounting & finance job category on Recrutus.