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Financial Consultant - San Diego, CA

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

Job Detail

  • location_on
    Location Ramonaka, 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 San Diego, CA, you will engage directly with clients to provide personalized financial planning and investment strategies. Fidelity offers a unique business model that supports your professional growth and fosters the development of existing client relationships, allowing you to focus on delivering exceptional customer service.

Key responsibilities

  • Engage face-to-face with customers to provide guidance and personalized planning.
  • Support clients with comprehensive investment solutions and retirement plans.
  • Build and nurture relationships with an existing client base.
  • Present complex solutions to clients and uncover their financial needs.
  • Deliver an outstanding customer experience with a focus on results.

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Extensive knowledge of investment solutions
  • Strong interpersonal communication and relationship-building skills
  • Ability to introduce clients to different investment strategies
  • Degree and/or professional certifications (CFP) preferred

What the company offers

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

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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