Business & FinanceOn site
Investment Consultant - Marin, CA
Fidelity InvestmentsLarkspur, 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 and recommend investment solutions using Fidelity's planning tools. 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
- Client-facing financial planning skills
- Investment product knowledge
Our summary of the listing. The full listing has the details.