Teams at Fidelity Investments

Face-to-face financial consultant advising existing clients in an Investor Center. Deliver personalized investment and retirement planning, deepen relationships, present complex solutions, and cross-sell investment strategies using Fidelity's product platform and training resources.

Provide one-on-one investment guidance to existing clients and warm leads using Fidelitys planning tools. Develop customized financial plans, recommend and implement investment solutions, and grow client relationships through proactive outreach and consultative conversations. Use technology to prepare for appointments and coordinate referrals to wealth management partners as needed.

The Senior Consultant, Actuary advises clients on retirement and benefit programs, reviews annual pension valuations, trains associates, manages client budgets, and collaborates with business partners.