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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 Lafayette, 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 Lafayette, California, you will engage directly with clients to provide guidance and personalized financial planning. You will work within a supportive framework that includes a robust client base, training resources, and a focus on professional growth.

Key responsibilities

  • Engage face-to-face with customers to offer personalized planning and guidance.
  • Build and deepen relationships with existing clients.
  • Introduce clients to various investment strategies and solutions.
  • Support clients in reaching their retirement goals through comprehensive investment solutions.
  • Provide outstanding customer experiences and exceed expectations.

Required skills

  • Success in building and maintaining client relationships.
  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
  • Ability to present complex financial solutions to knowledgeable clients.
  • Knowledge of investment solutions and financial planning.
  • College degree or professional certifications (CFP preferred).
  • Strong interpersonal communication and relationship-building skills.

What the company offers

  • Competitive total rewards package including a stable base salary.
  • Training and support for professional development.
  • 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

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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