Financial Consultant Jobs in San Francisco, CA
Financial Consultant jobs in San Francisco are concentrated in the Financial District, SoMa, and the Embarcadero, with demand driven by wealth management, fintech, and private equity firms that call the city home. Employers actively hiring include Charles Schwab, CrossCountry Consulting, and PwC. Scan the live roles below and apply to whichever ones fit.
Find Financial Consultant JobsOverview
Showing 5 of 10+ Financial Consultant jobs
Job Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’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. And 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!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:
SalesJob Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’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. And 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!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:
SalesSee All 10 Financial Consultant Jobs in San Francisco
Find roles in San Francisco that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Job Market in San Francisco
Who's Hiring
- Charles Schwab2
- CrossCountry Consulting2
- PwC1
- Aramco1
- Goldman Sachs1
Top Industries Hiring
- Investment & Asset Management4
- Accounting & Auditing2
- Energy1
- Law & Legal Services1
- Consulting & Professional Services1
Financial Consultant Jobs in San Francisco: Frequently Asked Questions
How do I get a financial consultant job in San Francisco?
The strongest path is targeting the Financial District and SoMa, where wealth management firms, regional banks, and fintech companies concentrate most of their advisory hiring. Candidates with CFA progress, Series 65 or 66 licensure, and experience with high-net-worth clients stand out in this market. Boutique RIAs and family offices along Montgomery Street also hire steadily and move faster than large institutions.
Which companies hire financial consultants in San Francisco?
Companies currently hiring financial consultants in San Francisco include Charles Schwab, CrossCountry Consulting, and PwC, per current listings on Migrate Mate as of June 2026. The local market is a mix of global asset managers, regional bank branches, independent advisory firms, and fintech platforms with embedded financial services teams.
Are there remote financial consultant jobs in San Francisco?
Yes, though availability depends heavily on the role, since client-facing advisory positions typically require in-person meetings while analytical and planning roles are more remote-compatible. About 14% of financial consultant openings tied to San Francisco are remote or hybrid as of June 2026. Portfolio analysis, financial planning, and institutional research roles tend to offer the most location flexibility among San Francisco employers.
How can I get a financial consultant job in San Francisco with little or no experience?
The most realistic entry path is landing a financial analyst or client service associate role at one of the city's regional bank branches, independent RIAs, or fintech firms in SoMa, then transitioning into a consultant role once you build client-facing experience. San Francisco community banks and credit unions also hire entry-level financial service representatives who move into advisory tracks. A Series 65 license and demonstrated familiarity with Bay Area client demographics give early-career candidates a concrete edge.
Which industries hire the most financial consultants in San Francisco?
Most financial consultant openings in San Francisco sit in Investment & Asset Management, Accounting & Auditing, and Energy, per current listings on Migrate Mate as of June 2026. San Francisco's density of venture-backed companies, established asset managers, and fintech platforms creates sustained demand for consultants who can serve both institutional and high-net-worth individual clients.
Related Jobs in California
See All 10 Financial Consultant Jobs in San Francisco
Find roles in San Francisco that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs