Financial Planning Advisor - Client Growth & Strategy

Fidelity Investments; Town of Florida (NY); On-site; USD 85,000 - 120,000; 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 fiduciary standards. Leveraging Fidelity’s research and technology, you’ll deliver a superior client experience while deepening relationships.

Qualifications

• Provide personalized financial planning and retirement strategies.
• Analyze client portfolios and recommend diversified solutions.
• Adhere to regulatory and fiduciary standards.

Responsibilities

• Deliver tailored financial planning and investment guidance to clients.
• Analyze portfolios and adjust strategies to goals.
• Maintain fiduciary standards and regulatory compliance.

Skills

Financial Planning

Investment Guidance

Portfolio Analysis

Client Advisory

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