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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 Corte Madera, Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    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 Corte Madera, California, you will engage directly with clients to provide personalized financial planning and investment strategies. This role offers the opportunity to deepen existing relationships and leverage a robust client base, all while working in a supportive and growth-oriented environment.

Key responsibilities

  • Engage face-to-face with clients to offer guidance and personalized financial planning.
  • Build and maintain relationships with clients by understanding their needs and providing appropriate solutions.
  • Present complex financial solutions while establishing credibility with clients.
  • Support clients in achieving their retirement goals through comprehensive investment solutions.
  • Participate in ongoing training and professional development.

Required skills

  • FINRA Series 7 & 66 licensed, or ability to acquire Series 66 upon hire.
  • Experience in client relationship management and financial planning.
  • Extensive knowledge of investment solutions.
  • Strong communication and analytical skills.
  • Ability to be collaborative, coachable, and results-oriented.

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.
  • Educational assistance, including student loan repayment and tuition reimbursement.

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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