LOCATION: California JOBS - Fidelity Investments

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Financial Consultant Program - Relationship Manager - Marin, CA San Rafael, CA

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. Through your honesty and integrity, 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 wilRead More

Investment Consultant - Sunnyvale, CA Sunnyvale, 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 - Financial Representative - Sunnyvale, CA Sunnyvale, CA

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental fRead More

Managing Director San Francisco, CA

In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of reRead More

Managing Director Los Angeles, CA

In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of reRead More

Estate Planning Specialist - Scottsdale, AZ or Los Angeles, CA Los Angeles, CA

As a subject matter expert in the areas of Estate Planning, Family Wealth Transfer Planning and Legacy Planning, you are the main contact for estate planning discussions with Fidelity’s Personal Investing and Workplace Investing HNW customers. You will cover Investor Centers in the greater Phoenix and Los Angeles area. You should expect frequent travel to investor centers throughout this region. Read More

Financial Consultant - Palo Alto, CA Palo Alto, 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

Communication Consultant- Retirement Services Los Angeles, CA

As a Communications Consultant, you will help Fidelity's clients deliver critical information to their employees, retirees and other participants by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality, cost-effective communications solutions for distribution to plan participants The Team Your efforts will generate reRead More

Communication Consultant- Retirement Services San Francisco, CA

As a Communications Consultant, you will help Fidelity's clients deliver critical information to their employees, retirees and other participants by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality, cost-effective communications solutions for distribution to plan participants The Team Your efforts will generate reRead More

Financial Consultant - Century City, CA Los Angeles, 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

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