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Financial Consultant - San Diego, CA

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

  • location_on
    Location Encinitas, 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
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Job Description

Overview

Fidelity Investments is seeking a Financial Consultant to join their team in Encinitas, California. This role focuses on building relationships with an existing client base and providing personalized financial planning and guidance. The company emphasizes professional growth and offers a supportive environment to help consultants succeed.

Key responsibilities

  • Engage face-to-face with customers to offer personalized financial planning
  • Build and nurture relationships with clients
  • Provide comprehensive investment solutions and retirement plans
  • Present complex investment strategies to knowledgeable clients
  • Utilize the firm's open architecture product platform and resources
  • Attend training in-branch and other formats to enhance business skills

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Strong interpersonal and relationship-building skills
  • Ability to recommend financial solutions based on client needs
  • Extensive knowledge of investment strategies
  • Degree or professional certifications are beneficial, with tuition reimbursement available

What the company offers

  • Competitive total rewards package including 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

Fidelity Investments
Littleton, Massachusetts, United States of America
85 Current Jobs Openings

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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