Financial Consultant
Fidelity Investments
Carpinteria, Santa Barbara County$110k – $160k7d ago
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About the role
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 …
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