Investment 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 develop customized financial plans and use planning tools to help clients make investment decisions. You will conduct one-on-one appointments, recommend suitable solutions, build relationships through proactive outreach, and refer clients to wealth-management partners based on their needs.
Requirements
- FINRA Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- Understanding of investment solutions
- Interpersonal relationship-building skills
- Communication and consultative skills
Responsibilities
- Develop customized financial plans
- Use planning tools to facilitate planning discussions and recommend suitable solutions
- Prepare for and conduct one-on-one client appointments
- Grow client relationships through proactive outreach
- Refer clients to wealth-management partners based on their needs
- Educate clients on investment solutions
Benefits
- Training in branch, regionally, nationally, and virtually
- 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