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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 South 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
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Job Description

Overview

As a Financial Consultant at Fidelity Investments in South San Francisco, you will work directly with clients to provide personalized financial planning and investment strategies. Your role will focus on building and nurturing existing client relationships while utilizing Fidelity's extensive resources to support their financial goals.

Key responsibilities

  • Engage face-to-face with clients to offer guidance and personalized planning
  • Deepen relationships and create complex financial plans
  • Support clients by providing comprehensive investment solutions and retirement plans
  • Present complex solutions and build rapport with clients
  • Mentor and coach clients in achieving their retirement goals
  • Meet customer expectations and deliver outstanding customer experiences

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Experience in building client relationships and recommending financial solutions
  • Knowledge of investment strategies and solutions
  • Strong communication, problem solving, and interpersonal skills
  • Coaching, collaboration, and a client-centered mentality
  • Degree or professional certifications are beneficial

What the company offers

  • Competitive total rewards package with a stable base salary
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement benefits
  • Generous paid time off and parental leave
  • Tuition reimbursement and student loan repayment assistance
  • Ongoing training in-branch, regionally, nationally, and virtually

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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