Financial Consultant - Berkeley, CA

Fidelity Investments • Berkeley, CA

377d • $55,000 - $75,000 • Onsite

About The Position

The Financial Consultant role at Fidelity Investments involves engaging with clients face-to-face to provide personalized financial planning and investment solutions. This position allows consultants to focus on deepening client relationships rather than sourcing new clients, supported by a strong existing client base and institutional business feeders. The role emphasizes professional growth, flexibility, and the ability to make a positive impact on clients' financial well-being.

Requirements

• Previous success in building relationships and recommending financial solutions.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
• Ability to present complex solutions to clients and build rapport.
• Degree and/or professional certifications are helpful; tuition reimbursement available for obtaining CFP or degree.
• Extensive knowledge of investment solutions.

Nice To Haves

• Being coachable, collaborative, and curious.
• Motivated by results and finding solutions.

Responsibilities

• Engage face-to-face with customers to offer guidance and personalized financial planning.
• Support clients by providing comprehensive investment solutions and retirement plans.
• Build and nurture relationships with an existing client base.
• Present complex financial solutions to knowledgeable clients while building rapport and credibility.
• Deliver an outstanding customer experience and exceed client expectations.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees