AI summary
Financial Consultant role providing high-quality, personalized financial guidance to clients, with a focus on strategic planning to meet financial goals. Join Fidelity Investments, a global financial services leader and one of the world’s largest asset managers, working with retirement planning and brokerage services. Standout perk: the chance to make an impact using Fidelity’s broad resources and product range.
Key skills
Financial planningClient financial guidanceRetirement planningBrokerage servicesStrategic planningPersonalized client service
Salary not listed — comparable US Financial Consultant roles typically pay around $70k–$130k depending on experience and incentive structure.
You'll thrive here if you enjoy delivering personalized financial guidance and strategic plans that help clients reach their long-term goals.
Why apply
- Work at major asset manager
- Broad financial product access
- 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.