Financial Consultant Expert

1 month ago


San Francisco, California, United States Fidelity Investments Full time
About the Role

We're seeking an experienced Financial Consultant to join our team at Fidelity Investments. In this role, you'll have the opportunity to work closely with clients, providing guidance and personalized planning to help them achieve their financial goals.

Job Description

As a Financial Consultant, you'll be responsible for engaging with clients face-to-face, offering expert advice on investment solutions and retirement plans. You'll work collaboratively with our team to provide comprehensive support to our clients, helping them navigate complex financial decisions.

Key Responsibilities
  • Develop and implement tailored financial plans for clients, incorporating investment strategies and retirement solutions.
  • Build strong relationships with clients, understanding their unique needs and objectives.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and excellence in your work.
Requirements and Qualifications
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Prior experience in financial services, with a proven track record of success in building client relationships and delivering results-driven solutions.
  • Excellent communication and interpersonal skills, with the ability to present complex information in a clear and concise manner.
Benefits and Compensation

At Fidelity Investments, we offer a competitive compensation package, including a base salary range of $60,000 - $80,000 per year. In addition, you'll have access to a comprehensive benefits program, including health insurance, retirement savings, and paid time off.

Our Culture and Values

We're proud to be recognized as a top employer, committed to fostering a culture of inclusion and belonging. Our team is dedicated to making a positive impact in the lives of our clients and colleagues alike.



  • San Francisco, California, United States Diverse Lynx Full time

    About the JobWe are seeking an experienced Financial Expert Senior SAP FICO Consultant to lead our SAP FICO financial projects. The ideal candidate will have a strong understanding of SAP FICO modules, including AR, AP, GL, tax, asset accounting, consolidation, and FSCM Credit Management.The successful candidate will work closely with our finance and IT...


  • San Diego, California, United States Independent Financial Group , LLC Full time

    Home Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...


  • San Diego, California, United States Meron Financial Agency Full time

    Unlock Your Earning Potential as a Financial Freedom Consultant at Meron Financial AgencyWe're a leading firm committed to empowering individuals and businesses to achieve their financial goals.Becoming a successful Financial Freedom Consultant requires a combination of passion, drive, and strong communication skills. As a representative of Meron Financial...


  • San Francisco, California, United States AlienVault Full time

    Join Our TeamWe are seeking a highly skilled Sales Consultant Expert to join our sales team. As a Sales Consultant Expert, you will be responsible for providing expert advice and guidance to customers to help them make informed purchasing decisions. You will use your extensive knowledge of our products and services to create a personalized solution that...


  • South San Francisco, California, United States Expert Seekers Training Full time

    About Expert Seekers TrainingWe're a distinguished organization recognized by reputable publications, including Entrepreneur Magazine, Forbes, and Inc. 5000.As a Sales and Insurance Solutions Consultant, you'll have the opportunity to work with our team and engage with pre-qualified prospects nationwide.


  • San Diego, California, United States PNC Financial Services Group Full time

    About PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving business growth. Our team members are the backbone of our organization, and we strive to create an inclusive and accessible work environment that fosters innovation and success.


  • San Francisco, California, United States GPAC Full time

    Job Title: Environmental Consulting ExpertEstimated Salary: $80,000 - $110,000 per yearCompany OverviewOur client, a leading environmental services firm, is seeking an experienced Geologist to join their team.The company has a strong reputation for delivering comprehensive geological and environmental consulting services, committed to driving innovation and...


  • San Francisco, California, United States OneMain Financial Full time

    About OneMain FinancialOneMain Financial is a leading provider of personal loans, credit cards, and other financial products to nonprime customers. With a history dating back to 1912, we have a strong commitment to improving the financial well-being of hardworking Americans.


  • San Francisco, California, United States Diverse Lynx Full time

    Job Overview:We are seeking a highly skilled Oracle Financials Cloud Implementation Expert to join our team. As a key member of our consulting team, you will be responsible for delivering end-to-end Oracle Financials Cloud implementations for our clients. Your expertise in Oracle Financials Cloud technical modules, including financial webservices, will be...


  • San Francisco, California, United States OBXtek Full time

    About OBXtekOBXtek is a leading provider of innovative technology solutions to the US Federal Government. With a strong presence in the industry, we offer cutting-edge solutions that meet the evolving needs of our customers.Job SummaryWe are seeking an experienced Financial Planning Expert to join our team. This role will be based within the USAF Office of...


  • San Francisco, California, United States Tekfortune Inc Full time

    Job Title: SAP Financial Systems ExpertAbout Tekfortune Inc: Tekfortune Inc drives business success by harnessing the power of SAP financial systems. Our team of experts delivers cutting-edge solutions that meet the unique needs of our clients in the publishing industry.Estimated Salary: $160,000 - $220,000 per yearJob Description:Role Overview: As a...


  • San Francisco, California, United States Unreal Gigs Full time

    At Unreal Gigs, we're pushing the boundaries of digital finance innovation. Our team is dedicated to crafting exceptional user experiences through the development of secure, scalable, and user-friendly digital wallet solutions.Job Overview:This is a unique opportunity for a seasoned Financial Transaction Expert to contribute their expertise in designing and...


  • San Francisco, California, United States Selby Jennings Full time

    We are collaborating with a thriving tech firm located in San Francisco, actively seeking to add a skilled professional to their elite team. This team is distinguished by its experienced bankers who branched off from renowned firms specializing in AI, Software, Fintech, and consumer electronics.Overview:This company has carved a niche for itself by providing...


  • San Diego, California, United States Strata Information Group Full time

    About Strata Information GroupAt Strata Information Group, we don't just provide consulting services; we solve problems. We are a team of dedicated professionals deeply committed to excellence and innovation. For over 35 years, we have been a trusted partner to more than 900 colleges and universities worldwide, offering comprehensive strategy,...


  • San Francisco, California, United States Facet Full time

    As a Financial Sales Consultant at Facet, you will play a vital role in bringing prospective members onboard. Our onboarding process enables you to share Facet's mission and how our services can enhance their lives.We are seeking individuals who:Are passionate about helping people achieve their financial goals.Have sales experience and thrive in...


  • San Francisco, California, United States CBIZ Full time

    At CBIZ, we pride ourselves on delivering top-level financial and employee business services to organizations of all sizes. Our team of experienced professionals combines national-caliber expertise with highly personalized service, making us the go-to partner for businesses across the U.S.We're honored to have received several national recognitions in 2023,...


  • San Francisco, California, United States StockX Full time

    Role OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our Finance team at StockX. This role will play a crucial part in driving business decisions and strategic initiatives in a fast-paced environment.


  • San Francisco, California, United States Apex Systems Full time

    Apex Systems seeks a highly skilled Senior Financial Planning and Reporting Expert to join our team in San Francisco, CA. This is a 100% remote contract-to-hire role with a competitive salary.Job Summary:The ideal candidate will have expertise in developing and implementing Anaplan solutions that enhance financial reporting and forecasting capabilities. This...


  • San Francisco, California, United States Creative Financial Staffing Full time

    Job DescriptionWe are seeking a seasoned financial professional to join our leadership team as Director of Finance & Human Resources. In this pivotal role, you will oversee the business operations of our school, driving strategic decision-making and ensuring the effective management of our finances and human resources.Responsibilities:Financial...


  • San Francisco, California, United States GPAC Full time

    Job SummaryWe are seeking an experienced Environmental Consultant with expertise in geology to join our team. As a key member of our environmental consulting group, you will be responsible for conducting site assessments, developing remediation plans, and providing expert guidance on geological and environmental matters.Key ResponsibilitiesConduct Phase I,...