Financial Consultant

Fidelity Investments; Paradise (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team in Paradise, CA. In this client-facing role, you will deliver personalized financial planning, retirement strategies, and investment guidance aligned with individual goals.

You will analyze client portfolios, recommend diversified solutions, and ensure adherence to fiduciary standards and regulatory requirements.

Responsibilities

• Deliver personalized financial planning, retirement strategies, and investment guidance aligned with individual goals.
• Analyze client portfolios, recommend diversified solutions, and ensure adherence to fiduciary standards and regulatory requirements.

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.