Financial Planning & Investment Advisor

Fidelity Investments; Henderson (NV); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments seeks 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

Responsibilities

• Provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals.
• Analyze client portfolios and recommend diversified solutions while ensuring fiduciary standards.

Job description

Fidelity Investments seeks 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