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Financial Consultant - Marin, CA

Date Posted: Jun 10, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location San Pablo, Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 13, 2026

Job Description

Overview

Fidelity Investments is seeking a Financial Consultant in San Pablo, California, who will engage with customers face-to-face, offering personalized guidance and financial planning. This role allows for deepening relationships with an existing client base, supported by a strong business model and resources from Fidelity.

Key responsibilities

  • Engage with customers face-to-face to provide financial guidance and planning
  • Nurture relationships with an existing client base
  • Present complex investment solutions to knowledgeable clients
  • Deliver outstanding customer experiences
  • Mentor and support clients in reaching their retirement goals

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Degree or professional certifications (CFP preferred)
  • Strong relationship-building and interpersonal communication skills
  • Knowledge of investment strategies and solutions
  • Ability to take initiative and exceed customer expectations
  • Coachability, collaboration, and curiosity

What the company offers

  • Competitive total rewards package with a stable base salary
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement

Skills Required

Company Overview

Littleton, Massachusetts, United States of America

Fidelity Investments is a leading financial services company that provides a range of investment solutions and resources to help clients achieve their financial goals. The company emphasizes professional growth, employee support, and a robust busines... Read More

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