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Fidelity Jobs in California (NOW HIRING)

American Fidelity

Account Manager

Sacramento, CA · On-site

$87K - $119K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

National Presence - American Fidelity conducts business within 49 states, employing salaried, career Account Representatives located across the country. * Extended Training Program - Account ...

Fidelity Investments

Relationship Manager- Brea, CA

Brea, CA · On-site

$48K - $91K/yr

  • Medical

  • Retirement

  • PTO

Fidelity will not provide immigration sponsorship for this position. The Role The Relationship Manager helps facilitate relationships with Fidelity's most valuable clients. In this pivotal role, you ...

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Fidelity information

What skills and qualifications are needed to thrive as a Fidelity analyst?

To thrive as a Fidelity Analyst, you need strong analytical abilities, attention to detail, and a solid understanding of finance or investment principles, often backed by a degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA or Series 7 are typically advantageous. Excellent communication, problem-solving, and client service skills help build trust and effectively address client needs. These capabilities are critical for ensuring accurate investment analysis, regulatory compliance, and successful client outcomes in financial services.

What are common challenges faced by Fidelity analysts when working with sensitive financial data?

Fidelity Analysts often handle sensitive client and transactional data, making data security and accuracy top priorities. Common challenges include ensuring compliance with strict regulatory standards, managing large volumes of confidential information, and maintaining up-to-date knowledge of evolving security protocols. Collaborating closely with compliance officers, IT security teams, and other analysts is essential to effectively mitigate risks and ensure data integrity. Staying organized and detail-oriented helps Fidelity Analysts meet these challenges while supporting the company’s commitment to client trust.

What is a fidelity job?

Fidelity jobs refer to positions offered by Fidelity Investments, a multinational financial services corporation. These roles span a variety of areas including financial advising, customer service, technology, investment management, and operations. Employees at Fidelity typically help clients with investment choices, retirement planning, and managing financial portfolios. The company is known for offering comprehensive training, growth opportunities, and a strong benefits package. Working at Fidelity can be a good fit for those interested in finance, technology, and customer service.

What are the most commonly searched types of Fidelity jobs in California?

The most popular types of Fidelity jobs in California are:

What job categories do people searching Fidelity jobs in California look for?

The top searched job categories for Fidelity jobs in California are:

What cities in California are hiring for Fidelity jobs?

Cities in California with the most Fidelity job openings:

Fidelity jobs near you
Infographic showing various Fidelity job openings in California as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, and 5% Contract. Highlights an 100% In-person job distribution.

Financial Consultant - Century City, CA

Fidelity Investments

Los Angeles, CA • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Re-posted yesterday

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working 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 Bring
  • Proven 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
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree 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 one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions
The Team

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.

Ourbenefit programsare 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.

Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Sales

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