Fidelity Investments
Seal Beach, California
Planning Consultant- Seal Beach, CA
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Apply to Planning Consultant- Seal Beach, CA at Fidelity InvestmentsJob details
- Location
- Seal Beach, California
- Work type
- Onsite
- Compensation
- $66,000 - $125,000/yr
- Posted
- Jul 21, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires FINRA Series 7 and 66 licenses with state registrations or ability to obtain Series 66, plus 2+ years of relevant experience and strong financial planning, client profiling, relationship-building, and outreach skills.
What you'll do at Fidelity Investments:
- consulting clients
- building relationships
- mentoring associates
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