Business & FinanceOn site
Investment Consultant - Sacramento, CA
Fidelity InvestmentsSacramento, CA
$59,000–74,000/yr
Posted Oct 16, 2026
What you’d do
Work with existing clients and warm leads in an Investor Center, using Fidelity's planning tools to build customized financial plans and recommend investment solutions. Full time, with no cold sourcing of new customers. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 licensed and state registered, or ability to acquire Series 66 upon hire
- Financial planning and investment advisory skills
- Client relationship management
Our summary of the listing. The full listing has the details.