Financial Consultant - Brea, CA
Fidelity(6 days ago)
About this role
A Financial Consultant at Fidelity engages face-to-face with clients, providing personalized financial planning and investment guidance. The role supports long-term client relationships using a comprehensive product platform and industry resources.
Required Skills
- FINRA Series 7
- FINRA Series 63
- Investment Strategies
- Relationship Building
- Financial Planning
- Customer Service
- Retirement Planning
- Investment Solutions
- Client Engagement
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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