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, guide clients through investment decisions, and implement suitable solutions. You will use planning tools to prepare for appointments, proactively grow client relationships, educate clients on investment solutions, 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
- Financial planning and guidance skills
- Client relationship-building skills
- Communication and consultative skills
- Technology proficiency
- A degree, equivalent experience, or professional certifications are beneficial
- No immigration sponsorship is available
Responsibilities
- Develop customized financial plans
- Guide clients through investment decisions
- Use planning tools to facilitate financial planning discussions
- Prepare for and conduct one-on-one client appointments
- Build client relationships through proactive outreach
- Refer clients to wealth management partners
- Educate clients on investment solutions
- Implement solutions that meet client needs
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
- Training in branch, regional, national, and virtual settings