Financial Consultant

Company: Fidelity Investments
Location: San Gabriel
Posted on: January 28, 2026

Job Description:

Fidelity Investments, a global leader in financial services with a profound legacy of pioneering financial planning, seeks a dynamic Financial Consultant skilled at crafting personalized financial strategies that align with client goals. Located in the heart of Boston, this position offers a brilliant opportunity to work in a vibrant financial setting, enriching client portfolios while leveraging Fidelity's world-class resources. This role demands deep industry knowledge, a passion for financial advisement, and an unyielding dedication to client service. Evaluate clients’ financial situations and develop strategic financial planning solutions. Present and promote tailored investment solutions to meet client goals. Stay abreast of market trends to provide knowledgeable financial advice and guidance. Collaborate with team members to improve client satisfaction and retention. Manage substantial client portfolios, assessing and recalibrating strategies as necessary to ensure optimal outcomes. Strategic financial planning Client portfolio management Market trend analysis Excellent communication and presentation skills Proficient in financial management software Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) FINRA Series 7 and 66 licenses

Keywords: Fidelity Investments, Newport Beach , Financial Consultant, Accounting, Auditing , San Gabriel, California