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 clients reach goals through strategic planning using Fidelity’s retirement planning and brokerage products. Standout perk: ability to leverage Fidelity’s broad resources and product range to make client impact.
Key skills
Financial planningRetirement planningBrokerage servicesClient advisoryStrategic financial guidancePersonalised serviceFinancial products knowledge
Salary not listed — comparable US Financial Consultant roles typically pay around $70k–$130k base, often plus incentive/bonus depending on book of business and experience.
You'll thrive here if you enjoy advising clients with tailored financial plans and can use a broad product set to help them achieve long-term goals.
Why apply
- World’s largest asset manager
- Broad financial product offering
- Make impact with 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.