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Financial Consultant - San Francisco, CA

Date Posted: Jun 25, 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 23, 2026
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Job Description

Overview

As a Financial Consultant at Fidelity Investments, you will work in the Investor Center, engaging face-to-face with customers to offer personalized financial planning and guidance. This role allows you to nurture existing relationships and leverage a stable client base while benefiting from Fidelity's extensive resources and training.

Key responsibilities

  • Engage with clients to provide guidance and personalized financial planning
  • Build and maintain relationships with an existing client base
  • Present complex investment solutions to clients
  • Support clients in reaching their retirement goals
  • Deliver outstanding customer experiences
  • Collaborate with team members and participate in training opportunities

Required skills

  • FINRA Series 7 & 66 licensed or ability to obtain Series 66
  • Experience in building client relationships
  • Knowledge of investment solutions and strategies
  • Ability to communicate effectively with clients
  • Results-oriented and solution-focused mindset
  • Degree or professional certifications (CFP preferred)

What the company offers

  • Competitive total rewards package with stable base salary
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Tuition reimbursement and student loan repayment assistance
  • Extensive training and onboarding programs

Skills Required

Company Overview

Fidelity Investments
Littleton, Massachusetts, United States of America
87 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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