Financial Consultant

2 days ago


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

We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment solutions to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial goals and objectives
  • Develop and implement comprehensive financial plans to meet clients' needs
  • Provide ongoing investment advice and guidance to clients
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer

Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Why Join Fidelity?

Fidelity is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

How to Apply

If you are a motivated and results-driven individual with a passion for financial planning and investment solutions, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.



  • San Francisco, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial planning and investment advice to our clients. You will work closely with clients to understand their financial goals and develop personalized investment strategies to help...

  • Financial Consultant

    3 weeks ago


    San Francisco, California, United States Melius Consulting, LLC Full time

    Unlock Your Potential with a Flexible Part-Time Financial Consulting RoleAbout Us:Melius Consulting, LLC is a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we offer personalized financial strategies that empower individuals to secure their financial...


  • San Francisco, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to...

  • Financial Consultant

    4 weeks ago


    San Francisco, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabScholarship our branch team is at the heart of our firm's commitment to empowering clients to take control of their financial futures. In this exciting role, you'll provide clients with expert financial guidance while forming lasting relationships built on trust, respect, and shared goals....


  • San Francisco, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while forming lasting relationships built on trust, respect, and a shared vision for the...


  • San Francisco, California, United States Danforth Advisors Full time

    Job Title: Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Danforth Advisors. As a Senior Financial Consultant, you will have the opportunity to work with high-growth, dynamic life science companies, providing strategic and operational support across corporate, clinical, and commercial functions.Key...


  • San Francisco, California, United States CFA Institute Full time

    Job Title: VP, Financial ConsultantAt CFA Institute, we're seeking a highly skilled and motivated VP, Financial Consultant to join our team. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...


  • San Francisco, California, United States Danforth Advisors LLC Full time

    Job Title: Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Danforth Advisors LLC. As a Senior Financial Consultant, you will be responsible for providing financial guidance and support to our clients in the life sciences industry.Key Responsibilities:Manage and oversee the daily operations of the...


  • San Francisco, California, United States Fidelity Investments Full time

    Job Title: Financial Planning ConsultantAre you looking for a challenging and rewarding career in financial planning? Do you have a passion for helping individuals and families achieve their financial goals? We are seeking a highly motivated and experienced Financial Planning Consultant to join our team at Fidelity Investments.About the RoleAs a Financial...

  • Financial Consultant

    2 weeks ago


    San Francisco, California, United States Charles Schwab Full time

    {"title": "Financial Consultant Role at Charles Schwab", "description": "Empowering Your CareerAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key...


  • San Francisco, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.We're seeking a highly motivated and...


  • San Francisco, California, United States Danforth Advisors Full time

    Job OverviewWe are seeking a highly skilled Senior Consultant to join our team at Danforth Advisors. As a Senior Consultant, you will have the opportunity to work with high-growth, dynamic life science companies, providing strategic and operational support across corporate, clinical, and commercial functions.Key ResponsibilitiesManage and oversee the daily...


  • San Francisco, California, United States Central California Alliance for Health Full time

    About the RoleWe are seeking a highly skilled Lead Financial Analytics Consultant to join our Financial Planning and Analysis Department at Central California Alliance for Health.Key ResponsibilitiesProvide strategic consulting services to executive leadership on medical cost analysis and development of improvements, solutions, and recommendations related to...


  • San Francisco, California, United States TransUnion Full time

    About the RoleWe are seeking a highly skilled Financial Services Research Consultant to join our team at TransUnion. As a key member of our analytics team, you will be responsible for conducting in-depth research and analysis to drive business insights and inform strategic decisions.Key ResponsibilitiesExtract and analyze large datasets to identify trends...

  • Financial Consultant

    4 weeks ago


    San Diego, California, United States Vaco Full time

    Staff Accountant Consultant OpportunityWe are seeking a highly skilled Staff Accountant Consultant to join our team at Vaco. As a Staff Accountant Consultant, you will be responsible for providing financial expertise to our clients, ensuring accurate and timely financial reporting, and maintaining compliance with accounting standards.Key...


  • San Jose, California, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a key role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their...

  • Financial Consultant

    2 weeks ago


    San Mateo, California, United States Charles Schwab Full time

    Join Our Team as a Financial ConsultantWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key Responsibilities:Provide financial planning and wealth management advice to...

  • Financial Consultant

    2 weeks ago


    San Mateo, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a talented Financial...

  • Financial Consultant

    2 weeks ago


    San Mateo, California, United States Charles Schwab Full time

    Empowering Your Financial FutureAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll play a critical role in providing expert guidance and support to our clients, helping them navigate the complexities of wealth management and achieve financial freedom.Key ResponsibilitiesDevelop and...

  • Financial Consultant

    4 weeks ago


    San Jose, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...