Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onTempo Geisha, 101 E, Imperial Highway, Downtown Brea, Brea, Orange County, California, 92821, United States
About the Role
If you are looking to move beyond sourcing new clients and instead focus on deepening relationships and crafting complex financial plans, this role offers that opportunity. As a Financial Consultant within Fidelity's Investor Center, you will engage face-to-face with customers to offer guidance and personalized planning. This position allows you to nurture an existing client base while extending the reach of the firm's brand.
Fidelity provides a business model with an unmatched industry presence, offering institutional feeders of business and an open architecture product platform. The role is designed to empower professional growth, flexibility, and support, enabling long-term success for both you and your clients. You will serve as a steadfast partner to your clients, helping them reach their retirement goals through comprehensive investment solutions and meticulous planning.
Our Commitment to You
Fidelity believes in approaching life holistically and investing in its people. We offer a competitive total rewards package and a wide range of benefits designed to help you and your family strike the right balance. This includes comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, and a charitable giving match program.
We are committed to your development with training available in-branch, regionally, nationally, and virtually. Our Tuition Reimbursement program can assist in obtaining a degree or professional certifications like the CFP if you do not already hold one. You will not fail due to a lack of training or onboarding.
Hiring Process & Application
Please note that the application window closes when the position is filled or unposted. Fidelity is not providing immigration sponsorship for this position. The company is governed by various securities laws and regulations, including those from FINRA, which may restrict hiring based on certain criminal histories.
Equal Opportunity
Fidelity is an equal opportunity employer committed to diversity and inclusion.
Work location
Work model: On-site
Tempo Geisha, 101 E, Imperial Highway, Downtown Brea, Brea, Orange County, California, 92821, United States
Downtown Brea, California
Key Responsibilities
- check_circleEngage face-to-face with customers to offer guidance and personalized financial planning
- check_circleProvide comprehensive investment solutions and retirement plans to meet client needs
- check_circlePresent complex financial solutions to knowledgeable clients while building rapport
- check_circleDeepen relationships with an existing client base while extending the firm's brand
- check_circleIntroduce clients to various investment strategies and bring together additional assets
- check_circleMentor and support customers as they work toward their retirement goals
Requirements
- verifiedFINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
- verifiedNo immigration sponsorship provided
Nice to Have
Degree and/or other professional certifications, specifically a CFP.
Benefits & Perks
check_circleComprehensive health care coverage and emotional well-being supportcheck_circleMarket-leading retirement planscheck_circleGenerous paid time off and parental leavecheck_circleCharitable giving employee match programEducational assistance including student loan repayment
Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
Day-to-day, the Financial Consultant at Fidelity Investments will engage face-to-face with customers to offer guidance and personalized financial planning; provide comprehensive investment solutions and retirement plans to meet client needs; present complex financial solutions to knowledgeable clients while building rapport; and deepen relationships with an existing client base while extending the firm's brand.
What are the requirements for this Financial Consultant role?expand_more
To qualify for the Financial Consultant at Fidelity Investments position, applicants should have: FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire; and No immigration sponsorship provided.
Where is the Financial Consultant role at Fidelity Investments located?expand_more
Financial Consultant at Fidelity Investments is based in Tempo Geisha, 101 E, Imperial Highway, Downtown Brea, Brea, Orange County, California, 92821, 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 Finra Series 7; Finra Series 66; and CFP.
What category does the Financial Consultant role belong to?expand_more
Financial Consultant at Fidelity Investments is part of the sales job category on Recrutus.
About Fidelity Investments
Fidelity Investments, headquartered in Boston, Massachusetts, operates within the financial services industry with a core mission to enhance the financial well-being of its customers. The organization delivers outcomes for a diverse range of clients, including individuals, families, employers, wealth management firms, and institutional partners. Its operational strength is derived from a large-scale, diversified portfolio of financial services businesses designed to address the unique needs of a broad and expanding customer base.
As a privately held entity for 78 years, Fidelity manages significant assets under administration totaling $15.0 trillion, with discretionary assets reaching $5.9 trillion as of March 31, 2025. This substantial scale supports its ability to serve millions of clients globally. The company maintains a global workforce of more than 77,000 associates, with operations established across the United States, Ireland, and India. This extensive footprint allows Fidelity to provide consistent service and support to its international clientele while maintaining a focus on long-term growth and stability within the financial sector.
Browse more roles: All Fidelity Investments jobs, sales jobs on Recrutus.