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Financial Consultant - San Diego, CA

Date Posted: Jun 28, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location El Cajon, 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 El Cajon, California, you will engage directly with clients to provide personalized financial planning and investment strategies. This role emphasizes relationship building with an existing client base while leveraging Fidelity's resources and product platform to support clients in achieving their financial goals.

Key responsibilities

  • Engage face-to-face with customers to offer guidance and financial planning services.
  • Build and nurture relationships with an existing client base.
  • Provide comprehensive investment solutions and retirement plans.
  • Present complex solutions to knowledgeable clients while building rapport.
  • Deliver outstanding customer experiences and exceed client expectations.

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
  • Ability to introduce clients to different investment strategies.
  • Strong interpersonal and communication skills.
  • Extensive knowledge of investment solutions.
  • Degree or professional certifications preferred; tuition reimbursement available.

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 benefits.
  • Generous paid time off and parental leave.
  • 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 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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