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Financial Consultant Banking & Finance Financial Advisor Financial Sales

Financial Consultant

Job in Stanford, Santa Clara County, California, 94305, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Advisor, Financial Sales
Job Description & How to Apply Below
At Fidelity Investments, a leading global financial services provider, we are seeking a skilled Financial Consultant to join our team in Boston, MA. This role is pivotal in helping clients understand their financial objectives and guiding them towards achieving their long-term financial goals. As a Financial Consultant, you will be entrusted with crafting personalized financial plans, analyzing clients' financial situations, and recommending investment strategies based on an in-depth understanding of our broad range of financial products and services.
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