Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on2307, East Paradise Road, Anaheim, Orange County, California, 92806, 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. We are dedicated to helping clients achieve their financial goals through strategic planning and personalized service.
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 and services. This role offers the unique opportunity to make a tangible impact by leveraging our vast array of financial products, including retirement planning and brokerage services, to support our clients' long-term success.
In this position, you will serve as a trusted advisor, building and maintaining strong, long-lasting customer relationships. Your day-to-day will involve conducting comprehensive financial planning and analysis, developing tailored investment strategies, and managing client portfolios. You will stay ahead of market trends to educate clients on the latest financial products and services, ensuring they are well-equipped to navigate their financial futures while maintaining strict compliance with regulatory requirements.
Work location
Work model: On-site
2307, East Paradise Road, Anaheim, Orange County, California, 92806, 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 Insurance401k
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 2307, East Paradise Road, Anaheim, Orange County, California, 92806, 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.