Workplace Financial Consultant - Los Angeles, CA (Santa Monica/Torrance/Long Beach/Irvine)

Fidelity

3 months ago

4.4 on Glassdoor

Los Angeles, CA

Onsite

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Workplace Financial Consultant at Fidelity is a client-facing advisor based in the Los Angeles area who partners with plan sponsors, HR contacts, and internal teams to drive participant engagement and plan advocacy. The role focuses on delivering face-to-face financial education and advice to plan participants and serving as a local liaison to support Fidelity’s workplace communities.

Skills

Qualifications

BASeries 7 - FINRASeries 66 - FINRASeries 63Series 65

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.