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 9/23/2026
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 the Investor Center, provide personalized planning and mentorship, and nurture relationships with an existing client base. You will uncover client needs, recommend investment solutions and strategies, build rapport, and bring together additional client assets through client-centered discussions.
Requirements
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire it upon hire
- Relationship building
- Needs analysis
- Solution recommendation
- Investment strategy
- Investment solution knowledge
- Customer service
Responsibilities
- Engage clients face to face
- Provide personalized planning and mentorship
- Nurture client relationships
- Uncover client needs
- Recommend solutions
- Present investment strategies
- Build client rapport
- Bring together additional client assets
