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Financial Consultant - Santa Barbara, CA

Date Posted: Jun 28, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Santa Barbara, 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

As a Financial Consultant at Fidelity Investments in Santa Barbara, you will leverage your skills to deepen relationships with an existing client base, providing personalized financial planning and investment solutions. This role focuses on guiding clients face-to-face while utilizing Fidelity's robust resources to empower your success and enhance client experiences.

Key responsibilities

  • Engage face-to-face with clients to provide personalized financial guidance and planning
  • Build and nurture relationships with an existing client base
  • Present complex investment solutions tailored to client needs
  • Mentor and support clients in their retirement planning
  • Utilize Fidelity's resources and training to enhance service delivery

Required skills

  • FINRA Series 7 & 66 licensed, or ability to acquire Series 66 upon hire
  • Experience in relationship building and client management
  • Knowledge of investment strategies and financial planning
  • Strong interpersonal and communication skills
  • Coachability, collaboration, and curiosity

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 benefits
  • Generous paid time off and parental leave
  • Educational assistance including tuition reimbursement and student loan repayment

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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