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 engage clients face to face at an Investor Center, provide mentorship and personalized planning, nurture existing client relationships, identify needs, recommend investment solutions, introduce investment strategies, and help clients consolidate additional assets.
Requirements
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire it upon hire
- Appropriate state registrations
- Relationship building
- Needs analysis
- Solution recommendation
- Ability to present complex solutions
- Investment strategy
- Knowledge of investment solutions
Responsibilities
- Engage clients face to face at the Investor Center
- Provide mentorship and personalized planning
- Nurture relationships with an existing client base
- Uncover client needs and recommend solutions
- Present complex solutions to clients
- Introduce clients to investment strategies
- Help clients bring together additional assets
- Deliver an outstanding customer experience