Financial Consultant - Mission Viejo, CA

Fidelity(27 days ago)

HybridFull TimeMedior$58,000 - $75,000Sales

About this role

A Financial Consultant at Fidelity works in an Investor Center providing personalized financial guidance and planning to an existing client base. The role leverages Fidelity’s platform and resources to deepen client relationships and support long-term retirement and investment goals.

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Required Skills

Relationship Building
Financial Planning
Investment Solutions
Client Engagement
Retirement Planning
Communication
Regulatory Compliance
Sales

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 65 - FINRA
Series 66 - FINRA
Certified Financial Planner (CFP)

About Fidelity

fidelity.com

Fidelity 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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