LOCATION: California JOBS - Fidelity Investments

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Financial Consultant Program - Relationship Manager - Mission Viejo, CA Mission Viejo, CA

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your customers, and make an impact on the lives of others. Join Fidelity as a Relationship Manager in our Financial Consultant Program, for the opportunity to further your career in financial planning. Fidelity will outline the path to becoming a FinanciRead More

Financial Consultant Program - Relationship Manager - Walnut Creek, CA Walnut Creek, CA

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. We know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business anRead More

Investment Consultant - Santa Monica, CA Santa Monica, CA

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. TRead More

Financial Consultant Program - Relationship Manager - Woodland Hills, CA Woodland Hills, CA

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. We know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business anRead More

Financial Consultant - Seal Beach, CA Seal Beach, CA

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retRead More

Investment Consultant - Pasadena, CA Pasadena, CA

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. TRead More

Estate Planning Specialist - Los Angeles, CA Los Angeles, CA

The Estate Planning Specialist ( EPS) is the primary resource for trust and estate planning guidance and services at Fidelity Investments. The EPS partners with Fidelity’s Financial Consultants providing estate planning guidance and education to Fidelity’s High Net Worth (HNW) customers. For example, the EPS, via in-person and phone consultations, will help customers: (1) identify their estate plaRead More

Assistant Branch Manager - LA Century City, CA Los Angeles, CA

A Fidelity Assistant Branch Manager partners with senior management in leading a team of successful sales and service associates, as they prepare to run their own branch. The Expertise We’re Looking For Five years in financial sales role Three or more years of management within a financial services environment is preferred Series 7 and 66 or 63/65 required Series 9/10 and Insurance required wRead More

Financial Consultant Program - Financial Representative - Palo Alto, CA Palo Alto, CA

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and prRead More

Vice President of Solutions Consulting San Francisco, CA

The Expertise We’re Looking For BS/BA degree required Series 7 & 63 required (pass within 90 days) 10+ years RIA or related industry experience Must have solid understanding of a variety of aspects of the wealth management industry, competitive landscape, and strong familiarity with Fintech solutions Experience working with Advisors, especially developing strategy and designing and implementing soRead More

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