Financial Consultant

Fidelity Investments; Winchester (VA); On-site; USD 70,000 - 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 industry-leading research and technology, you’ll deliver a superior client experience

Qualifications

• Provide personalized financial planning tailored to individual goals.
• Offer retirement strategies and investment guidance aligned with client objectives.
• Analyze client portfolios and recommend diversified solutions while upholding fiduciary standards.

Responsibilities

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

Skills

Financial planning

Investment guidance

Portfolio analysis

Client relationship

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.