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Financial planning jobs

Achieve your potential as an advisor

Get all of the support you need to provide the level of planning your clients deserve.

Why working in a Fidelity branch is different

We’re committed to providing resources so that you can put the focus where it belongs: on our clients.

Find branch openings

No cold calling

Grow your book of business by spending more time focused on advanced planning.

Advanced tools and technology

With $2.5bn invested annually in tech and R&D, Fidelity is committed to providing cutting-edge tools to help you do your job better.

Stability

For over 75 years, Fidelity has been helping people lead better and more financially secure lives—and that extends to our employees, too.

Set up for success

We offer extensive coaching and accessible resources to help you succeed.

Current branch openings

We post new jobs frequently. If you don’t see the right fit for your skills and experience, we invite you to join our talent network.

Financial Consultant - Overland Park, KS

  • Sales & Relationship Management Posted Mar 14
  • Overland Park, KS
  • Hybrid

Planning Consultant- Tigard, OR

  • Sales & Relationship Management Posted Mar 14
  • Portland, OR
  • Hybrid

VP, Retirement Director- 401K Sales

  • Sales & Relationship Management Posted Mar 13
  • Philadelphia, PA
  • Remote

What’s it like to work in a branch?

a person sitting in a chair

At least once a week, I find out why this job is so rewarding.

Lauren, Planning Consultant
a person in a suit sitting on a chair

One of the things that brought me to Fidelity was the defined career path.

Jamal, Financial Consultant
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Interested in working in a Fidelity branch?

Learn more about the roles we offer for interacting with customers.
Branch roles, explained

Benefits with your future in mind

With retirement planning at the center of our business, we support our employees’ lifelong financial well being.

401(k) with company match1

16-week maternity leave & 12-week parental leave2

Annual company profit sharing3

Student loan assistance

a person sitting on a chair with his legs crossed

Interested in working in a Fidelity branch?

Learn more about the roles we offer for interacting with customers.
Branch roles, explained

1. Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
2. 16-week maternity leave for those giving birth to a baby. 12-week paternity leave for those whose spouse, domestic partner, or surrogate is giving birth to a baby and for those adopting or fostering a child.
3. Omaha Virtual Regional Center and Albuquerque-based regular employees, excluding individuals employed at a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.