Financial Consultant

Company: Financial Advisory Workforce
Location: Milpitas
Posted on: March 29, 2026

Job Description:

Fidelity Investments, a renowned leader in the financial services industry and one of the world’s largest asset managers, is seeking a skilled Financial Consultant to join our dedicated team in Boston, MA. This role offers the unique opportunity to make an impact by providing high-quality financial guidance and services to our clients, utilizing our vast array of financial products including retirement planning and brokerage services. As a Financial Consultant at Fidelity Investments, you will leverage your expertise and our resources to help clients achieve their financial goals through strategic planning and personalized service. Conduct comprehensive financial planning and analysis for clients Develop tailored investment strategies and manage client portfolios Stay updated with market trends and financial products Build and maintain strong, long-lasting customer relationships Educate clients about financial products and services Ensure compliance with regulatory requirements Proficiency in financial software tools Strong analytical skills and attention to detail Excellent communication and interpersonal skills Ability to manage multiple client accounts Knowledge of investment strategies and market trends Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) preferred FINRA series 7 and 63 licenses may be required

Keywords: Financial Advisory Workforce, Santa Clara , Financial Consultant, Accounting, Auditing , Milpitas, California