Client-Focused Financial Planning Advisor

Fidelity Investments; North Las Vegas (NV); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking 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 regulatory standards. This role offers growth across finance, technology, and customer service within Fidelity's client-focused culture.

Qualifications

• Strong knowledge of financial planning concepts and investment strategies.
• Fiduciary standards and regulatory compliance awareness.

Responsibilities

• Provide personalized financial planning and retirement strategies.
• Analyze client portfolios and recommend diversified solutions.
• Maintain fiduciary responsibility and regulatory compliance in all advice.

Skills

Financial planning

Retirement planning

Investment guidance

Client advisory

Job description

Fidelity Investments is seeking 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 regulatory standards. This role offers growth across finance, technology, and customer service within Fidelity's client-focused culture.