Financial Consultant

Full-time

Fidelity Investments

As a Financial Consultant at Fidelity Investments, you will deliver comprehensive financial planning and advisory services to clients across banking, insurance, and investment needs. You will analyze goals, risk tolerance, and timelines to design tailored portfolios, retirement strategies, and protection plans using Fidelity’s robust product suite and digital tools. Collaborating with specialists, you’ll provide fiduciary-focused guidance, nurture long-term client relationships, and help drive growth while contributing to Fidelity’s innovative, client-centered culture.

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Carpinteria, CA vacancy

Financial Consultant - Santa Barbara, CA
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...
Suggested
Work at office
Work from home
Fidelity Investments
Carpinteria, CA
12 hours ago
Project Manager - Financial Operations (RIA or B/D)
$66k - $75k
...Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors...
Suggested
Work experience placement
Remote work
VALID8 Financial
Carpinteria, CA
1 day ago
Advisor Marketing Assistant 1
$55k - $57k
...Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors...
Suggested
Work at office
VALID8 Financial
Carpinteria, CA
12 hours ago
Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. Inthis...
Suggested
Hourly pay
Full time
Contract work
Part time
Work experience placement
Remote work
Data Annotation
Carpinteria, CA
2 days ago
Private Banker
$127.63k - $237.01k
...individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit,... ...as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and...
Suggested
Full time
Remote work
City National Bank
Montecito, CA
more than 2 months ago
Social Media and Marketing Manager
$82k - $90k
Press space or enter keys to toggle section visibility We believe that life is made of many journeys: inspiration, wonderment, curiosity, or the simple joy of discovering something new every day. If you share the same sentiment, then this opportunity is for...
Permanent employment
Full time
Work at office
Weekend work
Afternoon shift
Rosewood Hotel Group
Montecito, CA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!