Financial Planning Consultant

Fidelity Investments Inc.; Blue Diamond (NV); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Financial Consultant to join our Financial Planning and Advisory team in the United States. 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

• Client-facing role in financial planning and advisory
• Adherence to regulatory and fiduciary standards
• Utilize Fidelity’s research and technology to guide clients

Responsibilities

• Provide personalized financial planning, retirement strategies and investment guidance tailored to individual goals
• Analyze client portfolios and recommend diversified solutions
• Ensure alignment with 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.