Client-Focused Financial Planning Advisor

Fidelity Investments Inc.; Paradise (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Consultant to join our Financial Planning and Advisory team.

In this client-facing role, you will deliver 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 and fiduciary standards, leveraging Fidelity’s research and technology to deliver a superior client experience and grow

Qualifications

• Provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals.
• Analyze client portfolios and recommend diversified solutions.
• Ensure alignment with regulatory and fiduciary standards.
• Leverage Fidelity’s industry-leading research and technology to deliver a superior client experience.

Responsibilities

• Deliver personalized financial planning and investment guidance to clients.
• Analyze client portfolios and recommend diversified solutions.
• Ensure adherence to regulatory and fiduciary standards.
• Collaborate with research and technology teams to enhance client experience.

Skills

Financial planning

Investment guidance

Client relationship management

Regulatory compliance

Job description

Fidelity Investments Inc. is seeking a Financial Consultant to join our Financial Planning and Advisory team.

In this client-facing role, you will deliver 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 and fiduciary standards, leveraging Fidelity’s research and technology to deliver a superior client experience and grow