Financial Consultant
$60k - $75kFidelity Investments
The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.CertificationsCertified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategorySales
$105k - $121k
Are you ready to take a leadership role within a dynamic team of technology consultants? Cre8tive Technology & Design is seeking a Financial Consultant to drive the implementation of best practice processes using Epicor Kinetic software. Join us in revolutionizing the...SuggestedWork from home$89k - $148k
...Accounting ConsultingTravel Required:NoneClearance Required:Active SecretWhat You Will Do:Our Department of War (DOW) Financial Management Consultants help federal clients optimize the operations of their finance organization, including supporting the audit readiness,...SuggestedFull timeWork at officeFlexible hours$75k - $150k
...Located in San Diego, California Help Families Build Stronger Financial Futures At National Life Group, we believe every family deserves... ...for tomorrow. What You'll Do As a Financial Services Consultant, you'll work alongside individuals and families to better understand...SuggestedFull timeContract workPart timeLocal areaRemote workFlexible hours$70k - $80k
...Are you interested in building a career in financial services while learning how to help individuals and families make more informed... ...motivated, people-oriented individuals to join our team as Financial Consultant Trainees . This opportunity is designed for individuals who...SuggestedFull timePart timeFor contractorsTraineeshipRemote workFlexible hours- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...SuggestedFull timeFlexible hours
$125k - $160k
As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then...Work at officeHome office$101k - $250k
...Description Must be located in San Diego, CA Sales or customer service experience is required Join Falcon PG as a Financial Consultant – Market Leader, and step into a world where your influence can drive meaningful change. Here, you'll partner with individuals...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...For contractorsWork at office- ...Job Description: Job Title: Financial Counselor Location: San Diego, CA (92123) Assignment Duration: 13 Weeks Shift: Evening (5x8 Hours) Weekdays: 14:00 - 22:00 Saturday: 09:00 - 17:30 Sunday: 07:00 - 15:30 Note: Schedule may vary...Shift workAfternoon shiftWeekday work
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...Temporary workLocal areaFlexible hours$70.3k
...Financial Advisor Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726 Position Summary: We are seeking a qualified and experienced financial advisor...Full timeWork at officeMonday to Friday$65k - $140k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part timeLocal area$64.5k - $92.44k
#141219 Financial CounselorUC San Diego Health's Revenue Cycle department supports the organization's mission to deliver outstanding patient care and to create a healthier world — one life at a time. We are a diverse, patient-focused, high-performing team with a commitment...Hourly pay$45k - $100k
...Edward Jones Financial Advisor OpportunityThis job posting is anticipated to remain open for 30 days, from 11-Sep-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Aid Representative Southern California Seminary-Main Campus - El Cajon, CA 92019 Overview Position Type: Part Time Job Shift: Any Education Level: High School Travel Percentage: Negligible Description The Financial Aid Representative glorifies...Part timeWork at officeShift work
$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual...Local areaFlexible hours$80k - $90k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...For contractorsWork at office- ...Personal Financial CounselorOur organization works with partner companies to source qualified talent for their open roles. The following... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workWork at office
- ...EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans to high-net-worth clients in the San Diego region. The role emphasizes client relationship building, comprehensive planning across tax, retirement,...
$80k - $105k
...Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$29.15 - $33.81 per hour
...Casual Appointment Percent 100% Union EX Contract Total Openings 1 Work Schedule Days, 8-Hour Shifts, Monday - Friday #141162 Surgical Financial Counselor - Hybrid Filing Deadline Thu 9/10/2026 UC San Diego values and welcomes people from all backgrounds. If you are...Hourly payContract workCasual workWork at officeLocal areaMonday to FridayDay shift$30.89 - $44.27 per hour
...100% Union: CX Contract Total Openings: 1 Work Schedule: Variable, 8 hour shifts, Monday-Sunday; Varies #141219 Financial Counselor Filing Deadline: Tue 9/15/2026 Apply Now UC San Diego values and welcomes people from all backgrounds...Hourly payContract workWork at officeLocal areaShift work- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...UC San Diego Health's Ophthalmology department seeks a Surgical Financial Counselor to manage authorizations for surgical procedures, interfacing with scheduling and the prior authorization team. The role processes EPIC orders and works with surgeons and staff to ensure...Shift workWeekday work
- ...Cetera Financial Group, Inc. seeks a hybrid Financial Planning Training & Enablement Specialist to support advisor success across planning workflows and tools. You will provide real-time guidance, design scalable training, and partner with advisors to refine plans, troubleshoot...
$4,813.47 - $6,019.87 per month
...Financial Aid Advisor Salary: $4,813.47 - $6,019.87 Monthly Job Type: Full-Time Job Number: 26-056 Closing: 9/3/2026 11:59 PM Pacific Location: Throughout Grossmont-Cuyamaca Community CollegeDistrict, CA Division: District Wide Overview & Highlights The Grossmont-Cuyamaca...Hourly payFull timeWork at officeRemote workMonday to FridayFlexible hours
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