Financial Consultant

Company: Fidelity Investments
Location: Palo Alto
Posted on: January 28, 2026

Job Description:

At Fidelity Investments, a leading global financial services provider, we are seeking a skilled Financial Consultant to join our team in Boston, MA. This role is pivotal in helping clients understand their financial objectives and guiding them towards achieving their long-term financial goals. As a Financial Consultant, you will be entrusted with crafting personalized financial plans, analyzing clients' financial situations, and recommending investment strategies based on an in-depth understanding of our broad range of financial products and services. Engage with clients to understand their financial needs and goals Develop comprehensive personal financial plans that consider short-term and long-term financial objectives Recommend appropriate financial products and investments Manage clients' investment portfolios and monitor financial market trends Regularly review and adjust financial plans to ensure client satisfaction and performance benchmarks are met Educate clients about financial management and the risks and opportunities of their investments Ensure compliance with all regulatory requirements Strong analytical and problem-solving skills Advanced knowledge of financial strategies, market conditions and investment products Effective communication and interpersonal skills Proficiency with financial planning software Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) preferred Relevant FINRA licenses

Keywords: Fidelity Investments, Oakland , Financial Consultant, Accounting, Auditing , Palo Alto, California