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Financial Consultant - San Diego, CA

Date Posted: Jun 25, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Puerto Escondido, 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 29, 2026

Job Description

Overview

As a Financial Consultant at Fidelity Investments in Escondido, California, you will focus on building and deepening relationships with an existing client base while providing personalized financial planning and investment guidance. This role supports your professional growth in a stable industry, allowing you to leverage Fidelity's extensive resources to drive client success.

Key responsibilities

  • Engage face-to-face with customers to provide guidance and personalized planning
  • Support clients in reaching their retirement goals with comprehensive investment solutions
  • Build relationships by uncovering needs and recommending tailored financial solutions
  • Mentor and support customers in investment strategies and retirement plans
  • Deliver outstanding customer experience while exceeding expectations

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Knowledge of investment solutions
  • Ability to introduce clients to various investment strategies
  • Strong interpersonal and relationship-building skills
  • Motivated by results and solutions-oriented

What the company offers

  • Competitive total rewards package with stable base salary
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Educational assistance including tuition reimbursement and student loan repayment
  • Training programs available in-branch and virtually

Skills Required

Company Overview

Littleton, Massachusetts, United States of America

Fidelity Investments is a leading financial services company that focuses on delivering comprehensive services to clients, including investment solutions and financial planning. The firm emphasizes professional growth and a strong support system for... Read More

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