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Financial Consultant - Santa Barbara, CA

Date Posted: Jun 23, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Carpinteria, 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 29, 2026

Job Description

Overview

Fidelity Investments is seeking a Financial Consultant in Santa Barbara, CA. In this role, you will engage face-to-face with clients to offer personalized financial planning and investment solutions, while leveraging an existing client base for business growth. Fidelity supports your professional development and provides resources to ensure your success in building client relationships.

Key responsibilities

  • Engage with customers to offer personalized financial guidance and planning
  • Build and nurture relationships with an existing client base
  • Present complex financial solutions to knowledgeable clients
  • Deliver outstanding customer experiences and exceed expectations
  • Support clients in reaching their retirement and investment goals

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Ability to develop relationships and recommend solutions
  • Extensive knowledge of investment strategies
  • Strong communication and interpersonal skills
  • Coachable, collaborative, and motivated by results
  • Commitment to delivering exceptional customer service

What the company offers

  • Competitive total rewards package including stable base salary
  • Comprehensive healthcare coverage and emotional well-being support
  • Market-leading retirement benefits
  • Generous paid time off and parental leave
  • Tuition reimbursement and educational assistance programs
  • Training and support for professional 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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