Financial Consultant

2 weeks ago


Brea, California, United States Fidelity TalentSource LLC Full time
Job Summary

We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored investment strategies to help them achieve their objectives.

Key Responsibilities
  • Provide comprehensive financial planning and investment advice to clients
  • Develop and implement customized investment strategies to meet client goals
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Stay up-to-date with market trends and regulatory changes to provide expert advice to clients
  • Collaborate with internal teams to ensure seamless delivery of financial services to clients
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs and recommending solutions
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer

Fidelity Investments is a leading provider of financial services, and we offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Why Join Fidelity?

Fidelity is a company that values honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We invite you to Find Your Fidelity at www.fidelity.com.


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