Financial Consultant

Fidelity Investments; Jean (NV); On-site; USD 65,000 - 95,000; 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 to deliver a superior client experience.

Qualifications

• Provide personalized financial planning and retirement strategies.
• Analyze client portfolios to propose diversified solutions.
• Ensure alignment with regulatory and fiduciary standards.

Responsibilities

• Deliver investment guidance tailored to individual goals.
• Leverage Fidelity’s research and technology to support client decisions.
• Provide a superior client experience and deepen relationships.

Skills

Client-facing

Financial planning

Portfolio analysis

Investment guidance

Regulatory 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 industry-leading research and technology, you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across finance, technology, and customer service. Join us to help shape the future of financial advice.