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Financial Consultant - San Francisco, CA

Date Posted: Jun 23, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Corte Madera, 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 22, 2026
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Job Description

Overview

As a Financial Consultant at Fidelity Investments in Corte Madera, California, you will focus on deepening relationships with existing clients and creating complex financial plans. The company provides a robust business model that supports professional growth and offers resources to help you facilitate client engagement effectively.

Key responsibilities

  • Engage face-to-face with customers and offer personalized financial planning
  • Support clients by providing comprehensive investment solutions and retirement plans
  • Build rapport and credibility with a knowledgeable client base
  • Mentor and support customers in reaching their retirement goals
  • Introduce clients to different investment strategies and bring together additional client assets

Required skills

  • Previous success in building relationships and recommending solutions
  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Ability to present complex solutions effectively
  • Degree and/or other professional certifications (CFP preferred)
  • Extensive knowledge of investment solutions
  • Strong interpersonal communication and relationship-building skills
  • Motivated by results and finding solutions

What the company offers

  • Stable base salary with competitive total rewards package
  • 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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