
This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, allowing the consultant to create complex financial plans and offer personalized guidance. Key responsibilities include engaging clients face-to-face, recommending investment strategies, and supporting customers in achieving their retirement goals using an open architecture platform. The role is appealing due to the company's stable industry leadership, extensive training programs, and a culture that prioritizes professional growth and holistic well-being. Candidates benefit from tuition reimbursement for certifications and a supportive environment designed for long-term success. The position requires relevant FINRA licenses and a background in building client rapport.





