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Financial Consultant - Santa Barbara, CA

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

Job Detail

  • location_on
    Location Goleta, 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

In the role of Financial Consultant at Fidelity Investments, you will leverage your skills in relationship management and financial planning to support clients in achieving their financial goals. This position requires engaging face-to-face with customers, utilizing a robust support system and existing client base while adhering to industry regulations.

Key responsibilities

  • Engage with clients face-to-face to provide personalized financial planning and guidance.
  • Utilize existing client relationships to deepen engagements and create complex financial plans.
  • Present complex investment solutions and build rapport with knowledgeable clients.
  • Support clients in developing retirement plans and comprehensive investment solutions.
  • Deliver outstanding customer experiences and exceed client expectations.

Required skills

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • Strong relationship-building and interpersonal communication skills
  • Ability to recommend investment strategies and client-centered solutions
  • Knowledge of investment solutions
  • Degree or professional certifications such as CFP are advantageous
  • Ability to be coachable, collaborative, and motivated by results

What the company offers

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

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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