AI summary
Financial Consultant role with 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 clients reach their goals using Fidelity’s retirement planning and brokerage products, with an emphasis on strategic planning and high-quality service.
Key skills
Financial planningRetirement planningBrokerage servicesClient advisoryPersonalised financial guidanceStrategic financial planningKnowledge of financial productsCustomer service
Salary not listed — comparable Financial Consultant roles in the US typically pay around $80k–$140k depending on experience and incentives.
You'll thrive here if you enjoy advising clients with personalised, strategic financial plans using a broad range of investment and retirement products.
Why apply
- Work for a renowned industry leader
- Access to vast product range
- Make impact through client guidance
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.