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 9/2/2026
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 develop relationships with an existing client base. You will uncover client needs, recommend investment solutions and strategies, introduce additional assets, and deliver a strong client experience.
Requirements
- FINRA Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- Proven relationship-building, needs-discovery, and solution-recommendation success
- Ability to present complex solutions and build rapport and credibility
- Extensive knowledge of investment solutions
Responsibilities
- Engage clients face to face in an Investor Center
- Provide personalized planning and mentorship
- Build relationships with an existing client base
- Uncover client needs and recommend solutions
- Present complex investment solutions
- Introduce clients to investment strategies
- Engage clients in client-centered discussions
- Deliver an outstanding customer experience
Benefits
- 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
- In-branch, regional, national, and virtual training
- Onboarding support