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Financial Consultant - San Francisco, CA

Date Posted: Jun 25, 2026
Yearly: USD - USD

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 23, 2026

Job Description

Overview

As a Financial Consultant at Fidelity Investments in San Francisco, you will engage face-to-face with clients, providing personalized financial guidance and planning. With access to an extensive client base and unmatched resources, you will have the opportunity to deepen relationships and develop complex financial strategies while advancing your career in a supportive environment.

Key responsibilities

  • Engage face-to-face with customers to offer guidance and personalized financial planning.
  • Build and nurture relationships with an existing client base.
  • Present complex investment solutions to knowledgeable clients.
  • Support clients in reaching their retirement goals.
  • Provide comprehensive investment solutions and retirement plans.

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
  • Ability to introduce clients to various investment strategies.
  • Strong interpersonal and relationship-building skills.
  • Motivated by results and finding solutions.
  • Knowledge of investment solutions.
  • Experience in customer service and client relationship management.

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 and generous paid time off.
  • Educational assistance including student loan repayment and tuition reimbursement.
  • Training and development resources for career growth.

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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