Financial Consultant - San Diego (Rancho Bernardo), CA
Fidelity Investments
San Diego, CA
3 days ago
$55,000 - $75,000
Job Description
Join Fidelity Investments as a Financial Consultant and leverage an existing client base to provide personalized financial planning. With comprehensive training and a supportive environment, you'll deepen relationships and help clients achieve their financial goals.
Key Responsibilities
Engage face-to-face with customers for personalized planning
Support clients with comprehensive investment solutions
Mentor customers towards achieving retirement goals
Required Qualifications
FINRA Series 7 & 63 licensed
Series 65 or 66 licensed or ability to acquire upon hire
Experience in building relationships and recommending solutions
Preferred Qualifications
Degree and/or professional certifications (CFP)
Knowledge of investment solutions
Benefits & Perks
Comprehensive health care coverageEmotional well-being supportMarket-leading retirementGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repayment and tuition reimbursement