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Fidelity Investments

Financial Consultant

1 month ago by Fidelity Investments
  • Salary negotiable
  • Tustin, CA, US
  • Full-time
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AI summary

Financial Consultant role at Fidelity Investments, a leading global asset manager, focused on delivering high-quality financial guidance to clients. You'll help people reach their financial goals through strategic planning and personalised service across Fidelity’s retirement planning and brokerage offerings. Standout perk: access to a vast array of Fidelity resources and products to support client outcomes.

Key skills
Financial planningRetirement planningBrokerage servicesClient advisory / financial guidancePersonalised client serviceStrategic financial planning
Salary not listed — comparable US Financial Consultant roles typically pay around $75k–$140k base, often with bonus/commission depending on book of business and licensing.
You'll thrive here if you enjoy advising clients with personalised financial plans and using a broad product platform to help them achieve long-term goals.
Why apply
  • Join a renowned industry leader
  • Make impact through client guidance
  • Work with broad product offering

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.

Reference: 22598_2603552556·Original posting
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