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Fidelity Investments Inc.

Client-Focused Financial Planning Advisor

paradise, CA

Check who can apply and the requirements below before continuing.

About this opportunity

Fidelity Investments Inc. lists this Client-Focused Financial Planning Advisor opportunity in paradise, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Fidelity Investments Inc. is seeking a Financial Consultant to join our Financial Planning and Advisory team.

In this client-facing role, you will deliver personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze client portfolios, recommend diversified solutions, and ensure alignment with regulatory and fiduciary standards, leveraging Fidelity’s research and technology to deliver a superior client experience and grow

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Worksite address

paradise, CA, 95969, US

Who can apply

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