Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

Full-time

Fidelity Investments

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Lakewood, CA vacancy
  • $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

    Bellflower, CA
    17 hours ago
  • $63.3k - $117.2k

     .... Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other...  ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.... 
    Suggested
    Contract work
    Part time
    Local area

    Bank of Montreal

    Lakewood, CA
    3 days ago
  •  ...Financial Solutions Advisor - Central OC Los Alamitos, California;Irvine, California; Garden Grove, California; Fountain Valley, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Los Alamitos, CA
    23 hours ago
  • $20 - $26 per hour

     ...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,...  ...perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general... 
    Suggested
    Work at office

    East West Bank

    Torrance, CA
    2 days ago
  • $28.85 - $33.65 per hour

    Bank of America in Los Alamitos is seeking a Financial Solutions Advisor Stage I to obtain necessary securities licenses and build client relationships. This entry role includes comprehensive training and support to ensure you are equipped to deliver a wide range of banking... 
    Suggested
    Hourly pay

    Bank of America

    Los Alamitos, CA
    17 hours ago
  • $20 - $26 per hour

    Overview To perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries by telephone, email or in person Organize and accurately maintains filing Help support Financial Consultant’s... 
    Work at office

    East West Bank

    Torrance, CA
    2 days ago
  •  ...Social Security benefits, retirement income planning, and long-term care insurance. Ivanoff Advisors focuses on designing customized financial strategies that align with clients’ income goals and risk tolerance. With a commitment to clarity and security, the team ensures... 
    Full time

    Ivanoff Advisors

    Cypress, CA
    1 day ago
  • 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... 
    Full time

    Fidelity Investments

    Paramount, CA
    4 days ago
  •  ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating...  ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment... 
    Work at office
    Local area

    Western & Southern Life

    Cerritos, CA
    17 hours ago
  • $70k - $80k

     ...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Los Alamitos, CA
    17 hours ago
  • $100 per hour

     ...perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview Turing is looking for Financial Consulting professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in... 
    Hourly pay
    Freelance
    Remote work
    Flexible hours

    Turing

    Long Beach, CA
    1 day ago
  •  ...Responsibilities: Assist with the budgeting, forecasting, financial modeling, reporting and analysis for store level budget coordination Develop P&L line item expertise, evaluate financial results and identify opportunities Assist in development of 4-wall... 
    Work experience placement

    Krispy Kreme

    Cypress, CA
    21 hours ago
  • A leading financial services organization in Lakewood seeks an experienced financial advisor to provide comprehensive financial and investment planning services. You will work collaboratively with clients to deliver tailored banking solutions and achieve sales targets.... 

    Hispanic Alliance for Career Enhancement

    Lakewood, CA
    2 days ago
  • $90k - $100k

     ...the standard for Premium apparel? Main purpose of the Senior Financial Analyst role: We're looking for a Senior Financial...  ...FP&A, corporate finance, accounting, Big 4 public accounting, consulting, or investment banking ~ Bachelor's degree in Accounting, Finance... 
    Hourly pay
    Flexible hours

    Eminent Inc

    Cerritos, CA
    5 days ago
  • $75k - $95k

     ...monitoring as well as gathering data and generating reports to inform decision-making.  Primary Responsibilities Create detailed financial reporting and analysis to assess performance vs. targets, providing commentary on variances Support financial forecasting and... 
    Full time
    Local area
    Flexible hours

    Southern Glazer's Wine & Spirits

    Cerritos, CA
    17 hours ago
  • $77k - $105k

     ...Raymond West is seeking a skilled Financial Analyst - FP&A to join our team. This role involves reporting, analyzing, and interpreting financial and operating data for our Corporate FP&A function. The successful candidate will contribute to forecasting, expense analysis... 
    For contractors
    For subcontractor
    Work at office
    Flexible hours

    Raymond Handling Concepts

    Cypress, CA
    17 hours ago
  • $60k - $65k

     ...-oriented Finance Staff. The role includes recording customer payments, managing accounts payable and receivable, and reconciling financial transactions. Candidates should have 1+ years of accounting experience, be able to multi-task, and preferably hold a bachelor's degree... 

    Cuckoo Electronics America INC

    Cerritos, CA
    2 days ago
  • Australia-Employment is seeking a Corporate Associate Attorney with over 5 years of experience in transactional matters based in Cerritos, CA. The role involves handling mergers and acquisitions, corporate governance, and drafting various contractual agreements. Join a ...

    Australia-Employment

    Cerritos, CA
    2 days ago
  • $23 - $31 per hour

     ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Cerritos, CA
    4 days ago
  • A leading financial services firm in Lakewood, California, is seeking experienced individuals to provide financial planning and investment advice, collaborating with team members to deliver comprehensive banking solutions. Candidates should have a strong knowledge of the... 

    BMO U.S.

    Lakewood, CA
    2 days ago
  • $77k - $105k

    RadNet, Inc. is looking for a skilled Financial Analyst - FP&A to join their team in California. This role involves analyzing financial data, creating financial models, and providing insights to support management decisions. The ideal candidate will have over three years... 
    Work at office

    RadNet, Inc.

    Cypress, CA
    3 days ago
  • Southern Glazer's Wine & Spirits seeks a Commercial Finance Analyst in Cerritos, California. This role focuses on financial performance monitoring, reporting, and supporting the finance and commercial teams. Candidates should have a Bachelor's degree and at least one year... 

    Southern Glazer's Wine & Spirits

    Cerritos, CA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Long Beach, CA
    2 days ago
  • $70.3k - $75k

     ...Job Title Financial Advisor Job Description To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends... 
    Local area
    Monday to Friday

    Navy Federal Credit Union

    La Habra, CA
    2 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Garden Grove, CA
    4 days ago
  •  ...Financial Aid Advisor The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers... 
    Hourly pay
    Immediate start
    Relocation package

    Universal Technical Institute

    Long Beach, CA
    23 hours ago
  •  ...Financial Advisor Or Investment Advisor Representative We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals.... 

    Kohr Financial and Insurance Services

    Seal Beach, CA
    4 days ago
  •  ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Lakewood, CA
    2 days ago
  • A leading financial institution located in California is seeking a motivated client engagement specialist to support client banking transactions and enhance their financial lives. The ideal candidate will have strong communication skills and a deep understanding of self... 

    Bank of America

    Paramount, CA
    4 days ago
  • $22 - $23.5 per hour

     ...Banker in Cerritos, California. This role involves managing customer relationships, achieving sales goals, and assisting clients with financial transactions. The ideal candidate should have 2+ years of experience in customer service and sales within the banking industry,... 
    Hourly pay

    East West Bank

    Cerritos, CA
    4 days ago

Do you want to receive more vacancies?

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