<span>Financial Consultant - Los Angeles, CA (Century City)</span>

Fidelity Investments • Los Angeles, CA

400d • $55,000 - $75,000 • Onsite

About The Position

The Financial Consultant role at Fidelity Investments involves engaging with clients face-to-face to provide personalized financial planning and investment solutions. This position allows consultants to focus on deepening client relationships rather than sourcing new clients, supported by a strong existing client base and institutional business feeders. The role emphasizes professional growth, flexibility, and a commitment to delivering outstanding customer experiences.

Requirements

• Previous success in building relationships and recommending financial solutions.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
• Ability to present complex solutions effectively to clients.
• Degree and/or professional certifications are helpful; support for obtaining CFP or degree through Tuition Reimbursement is available.
• Extensive knowledge of investment solutions.

Nice To Haves

• Experience in a client-facing role within the financial services industry.
• Professional certifications such as CFP or CFA.

Responsibilities

• Engage face-to-face with clients to offer personalized financial planning and investment guidance.
• Support clients in reaching their retirement goals through comprehensive investment solutions.
• Build and nurture relationships with an existing client base.
• Present complex financial solutions to knowledgeable clients while building rapport and credibility.
• Utilize Fidelity's open architecture product platform and resources to enhance client interactions.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees