AI summary
Financial Consultant role at Fidelity Investments, a global financial services leader and one of the world’s largest asset managers, focused on delivering personalised financial guidance to clients. You'll help people reach their financial goals using Fidelity’s retirement planning and brokerage products. Standout perk: the chance to make a direct impact on clients through high-quality advice and planning.
Key skills
Financial planningRetirement planningBrokerage services knowledgeClient relationship managementPersonalised financial guidanceStrategic planningFinancial products knowledge
Salary not listed — comparable US Financial Consultant roles at large asset managers typically pay around $80k–$160k total compensation depending on experience and performance.
You'll thrive here if you enjoy delivering personalised financial guidance and building plans that help clients achieve long-term goals.
Why apply
- Work for a global asset manager
- Broad retirement and brokerage offering
- Make impact for clients
Fidelity Investments, a renowned leader in the financial services industry and one of the world’s largest asset managers, is seeking a skilled Financial Consultant to join our dedicated team in Boston, MA. This role offers the unique opportunity to make an impact by providing high-quality financial guidance and services to our clients, utilizing our vast array of financial products including retirement planning and brokerage services. As a Financial Consultant at Fidelity Investments, you will leverage your expertise and our resources to help clients achieve their financial goals through strategic planning and personalized service.