Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on3761, Santa Anita Avenue, El Monte, Los Angeles County, California, 91731, United States
About Fidelity Investments
Fidelity Investments is a renowned leader in the financial services industry and one of the world's largest asset managers. Our mission is to help clients achieve their financial goals through strategic planning and personalized service, utilizing a vast array of financial products including retirement planning and brokerage services.
About the Role
As a Financial Consultant in our Boston, MA office, you will join a dedicated team committed to providing high-quality financial guidance. This role exists to make a tangible impact on our clients' lives by leveraging your expertise and our extensive resources. You will serve as a trusted advisor, building and maintaining strong, long-lasting customer relationships while helping clients navigate complex financial landscapes.
In this position, you will be the face of Fidelity for your clients, educating them on financial products and services while ensuring all interactions meet strict regulatory requirements. The role is designed for those who thrive in a dynamic environment where staying updated with market trends and developing tailored investment strategies are daily priorities.
Equal Opportunity Employer
Fidelity Investments is an equal opportunity employer. We are committed to building a diverse workforce and fostering an inclusive culture where all employees can succeed.
Work location
Work model: On-site
3761, Santa Anita Avenue, El Monte, Los Angeles County, California, 91731, United States
El Monte, 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
A Financial Consultant at Fidelity Investments is responsible for the following: Conduct comprehensive financial planning and analysis for clients; Develop tailored investment strategies and manage client portfolios; Build and maintain strong, long-lasting customer relationships; and Educate clients about financial products and services.
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 3761, Santa Anita Avenue, El Monte, Los Angeles County, California, 91731, 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.