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Financial Consultant - San Francisco, CA

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

Job Detail

  • location_on
    Location South San Francisco, 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

Job Description

Overview

As a Financial Consultant at Fidelity Investments, you will engage with customers in a face-to-face environment, offering personalized financial planning and guidance, while cultivating relationships with an existing client base. The role emphasizes professional growth, flexibility, and strong client engagement, enabling you to deliver tailored investment solutions that align with client needs.

Key responsibilities

  • Engage with clients face-to-face to provide personalized financial guidance
  • Build and strengthen relationships with an existing client base
  • Present complex financial solutions to clients
  • Utilize an open architecture product platform to support client needs
  • Support clients in achieving their retirement goals with comprehensive investment solutions

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Ability to introduce various investment strategies
  • Strong customer service and communication skills
  • Experience in relationship management and sales
  • Problem-solving skills and a results-driven mindset
  • Knowledge of investment solutions
  • Degree and/or professional certifications (CFP optional with Tuition Reimbursement program)

What the company offers

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

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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