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Financial Consultant - Dublin, CA
Fidelity
Dublin, CAPosted Sep 9, 2026 · 1h ago$60k – $75k
Full-time$60k – $75kMid LevelOn-siteFintech
About this role
Join Fidelity as a Financial Consultant in our Dublin, CA Investor Center. You will provide personalized financial planning and mentorship to clients face-to-face, leveraging an existing client base and institutional support. This role offers professional growth, flexibility, and a collaborative environment.
What we are looking for
6- Engage face-to-face with clients to provide personalized planning
- Nurture relationships with an existing client base
- Recommend financial solutions based on client needs
- Must be FINRA Series 7 & 66 licensed or able to acquire Series 66
- Introduce clients to investment strategies
- Deliver outstanding customer experience
Work authorization
No visa sponsorship is available.