Financial Consultant

Company: Fidelity Investments
Location: Menlo Park
Posted on: January 28, 2026

Job Description:

At Fidelity Investments, a global leader in financial services, we are seeking a skilled Financial Consultant to join our dedicated team in Boston, MA. In this role, you will provide personalized financial planning advice to our diverse client base, leveraging our world-class resources and innovative tools to help clients achieve their financial goals. Whether it's retirement planning, investment management, or tax strategies, you will play a pivotal role in empowering our clients with strategic, tailored financial advice. Analyze clients' financial statuses (e.g., income, expenses, and liabilities) to develop strategic financial planning solutions. Provide clients with guidance on financial matters such as investment strategies, tax laws, retirement planning, and insurance decisions. Build and maintain strong relationships with clients to understand their needs and provide customized advice suited to their financial situations. Stay abreast of new financial products and developments in financial planning to offer the most effective solutions. Prepare or interpret for clients information such as investment performance reports, financial document summaries, and income projections. Strong analytical skills and proficiency in financial software Excellent interpersonal and communication skills Profound understanding of financial markets, investment strategies, and tax laws Ability to handle complex information and provide clear, strategic advice Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) desired Any relevant FINRA licenses (e.g., Series 7, Series 66)

Keywords: Fidelity Investments, Petaluma , Financial Consultant, Accounting, Auditing , Menlo Park, California