Financial Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will meet clients face to face in an Investor Center, provide personalized planning and mentorship, and build trusted relationships with an existing client base. You will identify client needs, recommend investment solutions, introduce investment strategies, and help clients consolidate additional assets while delivering an outstanding customer experience.
Requirements
- FINRA Series 7 and 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire
- Proven success building relationships, uncovering needs, and recommending solutions
- Ability to present complex solutions and build rapport with knowledgeable clients
- Extensive knowledge of investment solutions
Responsibilities
- Engage clients face to face and provide personalized planning and mentorship
- Build and nurture relationships with an existing client base
- Identify client needs and recommend appropriate solutions
- Introduce clients to investment strategies
- Help clients bring together additional assets
- Deliver an outstanding customer experience
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable-giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources
- Training and onboarding