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, provide personalized planning and mentorship, and recommend investment strategies that meet their needs. You will build trusted relationships, uncover client needs, present complex solutions, introduce suitable strategies, and help clients consolidate additional assets.
Requirements
- FINRA Series 7 and Series 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 client rapport and credibility
- Extensive knowledge of investment solutions
Responsibilities
- Engage clients face-to-face and provide personalized planning
- Build relationships, uncover needs, and recommend solutions
- Present complex investment solutions to clients
- Introduce clients to investment strategies
- Bring together additional client assets
- Deliver an outstanding customer experience