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Investment Consultant - Santa Monica, CA
Fidelity InvestmentsSanta Monica, CA
$59,000–74,000/yr
Posted Oct 16, 2026
What you’d do
Work in an Investor Center with existing clients and warm leads to build customized financial plans using Fidelity's planning tools and recommend investment solutions. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 licensed, or ability to acquire Series 66 upon hire
- Appropriate state registrations
- Client-facing investment planning skills
- Use of financial planning tools
Our summary of the listing. The full listing has the details.