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 Pomona, 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

    Diamond Bar, CA
    1 day ago
  •  ...offering hybrid full-time and part-time positions. We provide flexibility, financial growth, financial education, and the chance to make a positive impact on people's lives. As a Financial Consultant/Partner , you'll play a key role in helping clients navigate their... 
    Suggested
    Full time
    Part time
    For contractors
    Immediate start
    Remote work
    Flexible hours

    Fame Financial | WFG

    Glendora, CA
    3 days ago
  • $25 - $28.75 per hour

     ...Claremont, CA Job Posting Title: Financial Aid Advisor Job Description: Cover letters are required to be considered...  ...College Services (TCCS) financial services staff. In consultation/coordination with the Associate Director of Financial Aid, maintain... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Monday to Friday

    Scripps College

    Claremont, CA
    4 days 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... 
    Suggested
    Full time

    Fidelity Investments

    La Verne, CA
    4 days ago
  • Job Description Summary The Financial Aid Advisor is responsible for managing the student aid applicant process, utilizing a culturally competent and service-based approach to meet the needs of students and families while adhering to the policies and procedures mandated... 
    Suggested
    Work at office

    University of La Verne

    La Verne, CA
    4 days ago
  •  ...the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial...  ...culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing... 
    Flexible hours

    Charles Schwab

    Upland, CA
    1 day ago
  • Charles Schwab Corporation is seeking a Financial Consultant in Upland, California. In this role, you will provide financial guidance to clients, helping them build trust and reach their financial goals. You will be expected to have a valid FINRA Series 7 license and will... 

    Charles Schwab Corporation

    Upland, CA
    3 days ago
  • This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and... 
    Work at office
    Flexible hours

    The Recruitment Council

    Claremont, CA
    3 days ago
  • $25 - $28.75 per hour

    The Claremont Colleges Services seeks a Financial Aid Advisor for Scripps College in Claremont, CA. This full-time role involves advising prospective students and families on financial aid processes, managing financial aid programs, and facilitating financial literacy.... 
    Hourly pay
    Full time

    The Claremont Colleges Services

    Claremont, CA
    2 days ago
  • An established industry player in asset management is seeking a Junior Financial Advisor to enhance profitability by supporting advisory partners. This role involves ensuring compliance, managing documentation, and engaging with high-profile clients. The ideal candidate... 

    The Recruitment Council

    Claremont, CA
    3 days ago
  • $22 - $25 per hour

     ...and persevered through many economic cycles due to our team members drive and optimism. Together we can make a difference in the financial future of our communities. Apply today!/ppWhat Our Team Members Are Saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about... 
    Full time
    Flexible hours
    Weekend work

    Cathay General Bancorp

    Diamond Bar, CA
    1 day ago
  • Independent Educational Consultants Association in Claremont, California, is seeking a Financial Aid Advisor to help students and parents navigate the financial aid application process. Responsibilities include counseling on financial aid options, coordinating loan programs... 
    Full time

    Independent Educational Consultants Association

    Claremont, CA
    4 days ago
  • A higher education institution in California is seeking a Financial Aid Advisor responsible for managing the student aid applicant process. The advisor will serve as the primary point of outreach and customer service for applicants and families, ensuring compliance with... 

    University of La Verne

    La Verne, CA
    4 days ago
  • $25 - $28.75 per hour

    SCR Scripps College in Claremont, California is seeking a Financial Aid Advisor to assist prospective and current students with financial aid processes. This role involves counseling on financial aid programs and managing various administrative responsibilities. The ideal... 
    Hourly pay
    Full time
    Monday to Friday

    SCR Scripps College

    Claremont, CA
    2 days ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Pomona, CA
    1 day ago
  • $22 - $25 per hour

    A banking organization seeks an enthusiastic individual to join as a Customer Service Associate in Diamond Bar, California. The role involves opening new accounts, providing customer support, and performing cash handling transactions. Ideal candidates should have 1-2 years...
    Hourly pay

    Ceridian HCM, Inc.

    Diamond Bar, CA
    3 days ago
  • A leading financial institution in California is seeking a motivated individual to engage clients in the lobby and educate them on transaction processes through self-service resources. Key responsibilities include processing cash transactions and building relationships... 

    Bank of America

    Pomona, CA
    5 days ago
  • $22 - $25 per hour

     ...Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change... 
    Weekend work

    Cathay Bank

    Diamond Bar, CA
    1 day ago
  • $22 - $25 per hour

    A leading financial institution in Diamond Bar, California, is seeking an account specialist responsible for opening new accounts and providing exceptional customer service. The role requires 1-2 years of cash handling and customer service experience, preferably in banking... 
    Hourly pay

    Cathay Bank

    Diamond Bar, CA
    1 day ago
  • $28.53 - $38.51 per hour

     ...Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put... 

    West Coast University

    Ontario, CA
    2 days ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 13-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Covina, CA
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Ontario, CA
    3 days ago
  •  ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people... 
    Local area

    Thrivent Financial

    Ontario, CA
    10 hours ago
  •  ...Job Description Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic... 

    Strategic Fortune Wealth Management

    West Covina, CA
    4 days ago
  •  ...Month/ CLASSIFICATION: Non-Exempt Staff/ RANK: Admin II/ LAST UPDATED: Spring 2026 GENERAL DESCRIPTION The LPU Global Financial Aid Counselor & Student Account Rep provides administrative support in areas related to financial aid and student accounts to the... 
    Part time
    Work at office

    Life Pacific University

    San Dimas, CA
    10 hours ago
  • A financial services recruitment agency is seeking a detail-driven financial professional for fund administration and investment accounting in Claremont, California. The role involves portfolio administration, compliance monitoring, and client reporting. Candidates should... 

    The Recruitment Council

    Claremont, CA
    1 day ago
  • Are you a detail-driven financial professional with a passion for fund administration and investment accounting? Join a dynamic team in Claremont, where you’ll work closely with finance, administration, and risk management teams, as well as third-party administrators and... 
    Traineeship

    The Recruitment Council

    Claremont, CA
    1 day ago
  • Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Ontario, California. This unique role allows you to help clients achieve their financial goals while building your own practice. You'll grow your client base, design personalized financial plans... 

    Northwestern Mutual Life Insurance Company

    Ontario, CA
    5 days ago
  • $61k - $119k

    Overview 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 advisor, you start as a financial representative... 
    Work at office

    UNAVAILABLE

    Ontario, CA
    3 days ago
  • About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... 
    Local area

    Modern Woodmen

    Ontario, CA
    7 days ago

Do you want to receive more vacancies?

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