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 9/23/2026
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 develop customized financial plans using Fidelity products, services, and planning tools. You will work with existing clients and warm leads, help clients make investment decisions, present and implement suitable solutions, conduct one-on-one appointments, perform proactive outreach, and refer clients to wealth management partners.
Requirements
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire it upon hire
- Financial planning
- Investment solution knowledge
- Client outreach
- Wealth management
- Communication
- Consultative selling
Responsibilities
- Develop customized financial plans
- Use planning tools
- Help clients make investment decisions
- Present and implement investment solutions
- Conduct one-on-one appointments
- Perform proactive client outreach
- Refer clients to wealth management partners
- Educate customers on investment solutions
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