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 work directly with existing clients and warm leads. You will use planning tools and technology to prepare appointments, recommend and implement investment solutions, follow up with clients, grow relationships, and refer clients to wealth management partners when appropriate.
Requirements
- FINRA Series 7 and 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- Understanding of investment solutions and ability to educate customers on them
- Ability to use financial-planning guidance tools
- Strong relationship-building, communication, and consultative skills
- Ability to work in a fast-paced environment
Responsibilities
- Develop customized financial plans using planning tools
- Work directly with clients to support investment decisions
- Recommend and implement investment solutions that meet client needs
- Use technology to prepare and conduct one-on-one appointments
- Conduct proactive outreach and follow-up planning
- Grow client relationships and refer clients to wealth management partners
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