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Full timeFinance

Financial Planning Consultant

Fidelity InvestmentsMoapa, Nevada🇺🇸United States

Why this role stands out

This hybrid Financial Planning Consultant role at Fidelity Investments offers a fantastic opportunity to leverage your expertise in investment analysis and client relationship management to guide individuals toward their financial goals, with ample room for career advancement within a reputable firm. You'll thrive here if you're a motivated professional passionate about delivering exceptional client experiences and continuously developing your skills in a supportive, innovative environment. Embrace the chance to make a significant impact and grow your career with a leader in financial services.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationMoapa, Nevada, United States
Financial Modeling

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. Leveraging Fidelity's industry-leading research and technology, you'll deliver a superior client experience while deepening relationships. Fidelity's client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across finance, technology, and customer service. Join us to help shape the future of financial advice.

Responsibilities

  • Deliver comprehensive financial planning and investment advice tailored to client goals.
  • Conduct in-depth needs analysis covering retirement, education, tax, and estate considerations.
  • Develop, present, and implement goal-based financial plans and asset allocation strategies.
  • Monitor portfolios, rebalance as needed, and provide performance reviews.
  • Educate clients on market trends, Fidelity products, and investment options.
  • Ensure all recommendations meet regulatory, compliance, and fiduciary standards.
  • Leverage Fidelity tools and research to create data-driven recommendations.
  • Collaborate with internal specialists across planning, tax, and insurance.
  • Maintain accurate client records and documentation in CRM systems.
  • Support a culture of integrity, continuous learning, and innovation.

Required Skills

  • Financial planning
  • Investment analysis
  • Retirement planning
  • Wealth management
  • Portfolio construction
  • Risk assessment
  • Client relationship management
  • Financial modeling
  • Regulatory compliance (FINRA/SEC)
  • Tax-efficient investing

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