
This full-time Financial Consultant role is based in Brea, California, within the Investor Center team. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing Fidelity's institutional feeders to support long-term success. Key responsibilities include engaging face-to-face with customers to offer personalized financial planning, presenting complex investment solutions, and guiding clients toward retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. While the position requires FINRA Series 7 and 66 licenses, the company provides robust support to help associates succeed. The work arrangement is primarily on-site within the branch, emphasizing personal interaction and community impact.























