Client-Focused Financial Planning Advisor

Fidelity Investments Inc.; Winchester (VA); On-site; USD 60,000 - 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 and fiduciary standards. Leveraging Fidelity’s research and technology, you’ll deliver a superior client experience while deepening

Qualifications

• Experience in financial planning or advisory services is preferred.
• Strong client service and communication skills are essential.

Responsibilities

• Provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals.
• Analyze client portfolios, recommend diversified solutions, and ensure alignment with fiduciary standards.

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 and fiduciary standards. Leveraging Fidelity’s research and technology, you’ll deliver a superior client experience while deepening