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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 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
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Job Description

Overview

Fidelity Investments is seeking a Financial Consultant in San Francisco, CA, where you will engage with customers face-to-face, providing personalized financial planning and support. This role allows you to focus on building relationships with an existing client base, leveraging Fidelity's extensive resources and capabilities in the financial sector.

Key responsibilities

  • Engage with clients to offer guidance and personalized financial planning
  • Nurture relationships with an existing client base
  • Present complex investment strategies and solutions
  • Deliver outstanding customer experiences
  • Support clients in reaching their retirement goals
  • Mentor and provide comprehensive investment solutions

Required skills

  • FINRA Series 7 & 66 licensed, or ability to acquire Series 66 upon hire
  • Ability to build relationships and uncover client needs
  • Knowledge of investment solutions
  • Degree and/or professional certifications helpful
  • Strong interpersonal communication and relationship-building skills
  • Coachable, collaborative, and curious mindset

What the company offers

  • Competitive total rewards package including base salary and potential bonuses
  • 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

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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