About this role

Join Fidelity as an Investment Consultant in Larkspur, CA, to develop customized financial plans for existing clients and warm leads. You will leverage Fidelity's planning tools and product knowledge to provide investment solutions and grow client relationships, making a lasting impact on their financial future.

What we are looking for

6

Develop customized financial plans using Fidelity's tools
Engage with existing clients and warm leads
Provide investment solutions and grow client relationships
FINRA Series 7 & 66 licensed or ability to acquire
Leverage guidance tools to recommend solutions
Grow relationships through proactive outreach

Work authorization

No visa sponsorship is available.