AI summary
Financial Consultant role at Fidelity Investments, a global financial services leader and one of the world’s largest asset managers, focused on providing high-quality, personalized financial guidance to clients. You’ll use Fidelity’s retirement planning and brokerage offerings to build strategic plans that help clients achieve their financial goals. Standout perk: access to Fidelity’s broad product suite and resources to support client outcomes.
Key skills
Financial planningRetirement planningBrokerage services knowledgeClient advisory / financial guidancePersonalized financial strategy developmentClient relationship management
Salary not listed — comparable Financial Consultant roles in the US typically pay about $80k–$150k total compensation depending on experience and production.
You'll thrive here if you enjoy delivering personalized financial guidance and building strategic plans that help clients meet long-term goals using a broad investment platform.
Why apply
- Work at a major asset manager
- Provide personalized financial guidance
- Access broad retirement and brokerage products
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.