Financial Planning Advisor: Strategic Client Growth

Fidelity Investments; Las Vegas (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 industry-leading research and technology, you’ll deliver a superior client experience

Qualifications

• Proven ability to provide personalized financial planning and retirement strategies.
• Experience analyzing client portfolios and recommending diversified solutions.
• Strong understanding of fiduciary standards and regulatory requirements.

Responsibilities

• Deliver tailored financial planning and investment guidance to clients.
• Analyze portfolios and present diversified, risk-adjusted solutions.
• Support client relationships through ongoing advice and service.

Skills

Client relationship management

Financial planning

Portfolio analysis

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