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 to provide personalized planning and mentorship. You will build relationships with an existing client base, identify needs, recommend investment strategies, present complex solutions, and help clients bring together additional assets.
Requirements
- Proven success building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 and 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- Ability to present complex solutions and build rapport with knowledgeable clients
- Extensive knowledge of investment solutions
- Ability to introduce investment strategies and engage in client-centered discussions
- Commitment to delivering an outstanding customer experience
Responsibilities
- Provide personalized financial planning and mentorship to clients
- Build relationships with an existing client base
- Identify client needs and recommend investment solutions
- Present complex solutions and investment strategies
- Help clients consolidate additional assets
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