Financial Consultant

Company: Fidelity Investments
Location: Manhattan Beach
Posted on: January 28, 2026

Job Description:

Fidelity Investments, a global leader in financial services headquartered in Boston, MA, is seeking a skilled Financial Consultant to join our dynamic team. This role is essential for providing tailored financial planning and investment advice to our diverse clientele. As one of the largest asset managers, Fidelity offers unparalleled resources and insights that contribute to a fulfilling career in financial advising. The ideal candidate will deliver comprehensive strategies and solutions that align with client goals, demonstrating an exceptional understanding of market dynamics and financial products. Evaluate clients' financial needs and investment profiles to develop personalized financial strategies. Advocate for clients within Fidelity to offer the best solutions across retirement planning, brokerage services, and more. Stay abreast of market trends and regulatory changes to provide informed and compliant advice. Collaborate with a team of financial professionals to enhance service delivery and client satisfaction. Educate clients on risk management and long-term financial planning. Proficiency in financial analysis and forecasting Strong understanding of investment products and financial markets Excellent communication and interpersonal skills Ability to manage complex client portfolios Expertise in regulatory compliance and ethical standards Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) FINRA Series 7 and 66 licenses

Keywords: Fidelity Investments, Glendora , Financial Consultant, Accounting, Auditing , Manhattan Beach, California