Strategic Financial Planning Advisor

Fidelity Investments Inc.; North 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 while delivering a superior client experience that deepens relationships.

Qualifications

• Provide personalized financial planning to clients.
• Develop retirement strategies aligned with goals.
• Analyze portfolios and recommend diversified solutions.

Responsibilities

• Provide personalized financial planning to clients.
• Analyze client portfolios and recommend investment solutions.
• Ensure fiduciary and regulatory compliance in all advisory activities.

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 while delivering a superior client experience that deepens relationships.