Strategic Financial Planner & Retirement Advisor

Fidelity Investments Inc.; Nevada (IA); On-site; USD 90,000 - 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 and regulatory requirements. Leveraging Fidelity’s research and technology, you’ll deliver exceptional service while

Responsibilities

• Provide personalized financial planning and retirement strategies.
• Analyze client portfolios and recommend diversified investment solutions.
• Ensure alignment with fiduciary standards and regulatory requirements.
• Deliver exceptional client service using Fidelity’s research and technology to deepen client relationships.

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 and regulatory requirements. Leveraging Fidelity’s research and technology, you’ll deliver exceptional service while