Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Regional Planning Consultant supports Fidelity Wealth associates by coaching them on financial planning, communication skills, and practice management techniques. They provide expertise in various financial strategies and ensure associates embody the standards of care while enhancing their skills.

This role involves partnering with the Sales team to present and demonstrate Fidelity's participant engagement technology and services, requiring strong presentation, communication, and project management skills. It includes managing multiple projects and up to 60% travel.

The Associate Investment Manager will manage tax-sensitive client portfolios, analyze trends, implement investment strategies, and support client needs with detailed financial analyses.

As a Financial Consultant, you will engage with clients to create personalized financial plans and provide investment solutions, leveraging an existing client base.

Lead machine learning projects in GenAI, oversee code from research to production, and deliver impactful business solutions while collaborating with stakeholders.

As a Financial Consultant, you will engage customers in-person, provide personalized financial planning, manage existing client relationships, and offer investment solutions to help clients achieve their retirement goals.

As a Financial Consultant at Fidelity, you will engage with clients to provide personalized financial planning and investment solutions, leveraging existing relationships and resources to enhance client satisfaction and business growth.