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Financial Consultant

  • Full Time
  • Anywhere

Fidelity Investments

Fidelity Investments — Belmont, San Mateo County

Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze client portfolios, recommend diversified solutions, and ensure alignment with regulatory and fiduciary standards. Leveragin…

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