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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 San Diego, 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

As a Financial Consultant at Fidelity Investments in San Diego, you'll focus on deepening client relationships and creating complex financial plans, supported by an established client base. Your role involves face-to-face engagement with customers, providing guidance and personalized planning, while utilizing Fidelity's resources to nurture these relationships.

Key responsibilities

  • Engage face-to-face with clients to offer financial guidance and personalized planning
  • Support clients in reaching their retirement goals through comprehensive investment solutions
  • Build rapport with clients by understanding their needs and recommending appropriate solutions
  • Mentor and support customers in their financial planning journey
  • Maintain integrity and deliver an outstanding customer experience

Required skills

  • FINRA Series 7 & 66 licensed or ability to obtain Series 66 upon hire
  • Strong relationship building and client management skills
  • Ability to present complex investment strategies
  • Knowledge of investment solutions
  • Degree or relevant certifications; access to Tuition Reimbursement for further education

What the company offers

  • Competitive total rewards package including a stable base salary
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plan
  • 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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