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Financial Consultant - San Francisco, CA

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

Job Detail

  • location_on
    Location Mill Valley, 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

Fidelity Investments is seeking a Financial Consultant to work in their Mill Valley, California office. This role involves engaging directly with clients to offer personalized financial planning and investment strategies, allowing consultants to deepen existing relationships rather than sourcing new ones. Fidelity provides a strong support system to help consultants succeed, including access to a wide range of resources and a stable client base.

Key responsibilities

  • Engage face-to-face with clients to provide personalized financial guidance and planning
  • Build and deepen relationships with an existing client base
  • Present complex financial solutions and investment strategies
  • Support clients in reaching their retirement goals
  • Mentor and assist clients in understanding their investment needs

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Strong relationship-building and communication skills
  • Extensive knowledge of investment solutions
  • Ability to deliver outstanding customer experience
  • Motivated, results-oriented, coachable, and collaborative

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 plan
  • Generous paid time off and parental leave
  • Tuition reimbursement and educational assistance programs

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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