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Financial Consultant - Thousand Oaks, CA
Fidelity
Thousand Oaks, CAPosted Sep 1, 2026 · 3h ago$60k – $75k
Full-time$60k – $75kMid LevelOn-siteFintech
About this role
Join Fidelity as a Financial Consultant in Thousand Oaks, CA, where you will provide personalized financial planning and mentorship to clients face-to-face. Leverage an existing client base and institutional support to grow your business while nurturing client relationships.
What we are looking for
6- Engage face-to-face with clients in an Investor Center
- Provide personalized financial planning and mentorship
- Nurture relationships with an existing client base
- Utilize an open architecture product platform and top resources
- FINRA Series 7 & 66 licensed or ability to acquire Series 66
- Introduce clients to different investment strategies
Work authorization
No visa sponsorship is available.