AI summary
Financial Consultant role providing high-quality, personalised financial guidance to clients, with a focus on strategic planning. Join Fidelity Investments, a leading global financial services firm and one of the world’s largest asset managers, using a broad suite of retirement planning and brokerage products. Standout perk: the chance to make a direct client impact with strong firm resources and product breadth.
Key skills
Financial consultingClient financial guidanceRetirement planningBrokerage servicesFinancial products knowledgeStrategic financial planningPersonalised client service
Salary not listed — comparable US Financial Consultant roles typically pay around $80k–$140k base (often plus bonus/incentives), depending on experience and licensing.
You'll thrive here if you enjoy helping clients reach financial goals through strategic planning and tailored advice using a broad set of investment and retirement solutions.
Why apply
- Work for a global asset manager
- Broad retirement and brokerage platform
- 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.