Financial Consultant - Marin, CA

Fidelity(2 months ago)

HybridFull TimeMedior$60,000 - $75,000Sales

About this role

A Financial Consultant at Fidelity works in an Investor Center engaging face-to-face with clients to provide guidance and personalized financial planning. The role leverages Fidelity’s existing client base and institutional feeders, along with the firm’s open-architecture product platform and training resources, to support long-term client relationships and advisor growth. This position emphasizes delivering comprehensive investment and retirement planning supported by firm resources and onboarding programs.

View Original Listing

Required Skills

Relationship Building
Client Service
Investment Knowledge
Financial Planning
Retirement Planning
Sales
Communication
Collaboration

Qualifications

Series 7 - FINRA
Series 63 - FINRA
Series 65 or 66 - FINRA
Degree or CFP (preferred)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

View more jobs at Fidelity →