Client-Focused Financial Planner & Advisor

Fidelity Investments; Village of Spring Valley (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments seeks a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals.

You will analyze client portfolios, recommend diversified solutions, and ensure alignment with fiduciary standards, leveraging Fidelity’s research and technology to deliver a superior client experience and grow trusted relationships.

Qualifications

• Proven ability to develop personalized financial plans.
• Strong investment knowledge and portfolio construction.
• Excellent client service and communication skills.

Responsibilities

• Provide personalized financial planning and retirement strategies.
• Analyze client portfolios and recommend diversified solutions.
• Ensure compliance with fiduciary standards and regulations.

Skills

Financial planning

Investment guidance

Portfolio analysis

Regulatory & fiduciary standards

Job description

Fidelity Investments seeks a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals.

You will analyze client portfolios, recommend diversified solutions, and ensure alignment with fiduciary standards, leveraging Fidelity’s research and technology to deliver a superior client experience and grow trusted relationships.