Business & FinanceOn site
Investment Consultant - San Francisco, CA
Fidelity InvestmentsSan Francisco, 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, using Fidelity's planning tools to build customized financial plans and recommend investment solutions. Full time; no cold sourcing required. 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
- Financial planning and investment product knowledge
- Client relationship management
Our summary of the listing. The full listing has the details.