Licensed roles
Opportunities for licensed finance professionals
Make a big impact for customers at Fidelity and work in a flexible, innovative environment where you’re empowered to take your career to the next level.
Ways you can apply your license to your career at Fidelity
If you have your Series 7 license, we have roles for you—both in office and remote. And if you have your Series 9/10 license, we have opportunities for you too, in a leadership role.
Regional centers
Work in one of our office locations and foster customer relationships.
Remote roles
Work from home near one of our 35 metro locations for occasional in-person participation.
Branches
Interact with customers on a daily basis in a Fidelity branch location.
Leadership roles for Series 9/10
Lead a team and help them deliver an outstanding experience to our clients.
Don’t yet have your license?
What it’s like to work in a licensed role
Nothing's ever cookie cutter. You always have a new challenge every day. And I like the new challenge.
Javier, Investment Consultant
It's just a great sense of community that will carry with you throughout your career.
Nicole, High-Net-Worth Associate
Licensed roles: relationship management and sales
Help our customers by providing guidance as they plan their financial well-being.
Workplace Planning Associate
Get the training you need to connect with our participants and provide them needed guidance.
Investment Solutions and Sales Representative
Develop relationships while learning our way of providing guidance.
Workplace Planning Consultant I
Apply your industry knowledge to guide others toward better outcomes in workplace investments.
Client Management Representative
Build on all of your planning and relationship development experience.
Client Relationship Manager
Facilitate relationships with Fidelity’s most valuable and lucrative clients.
Workplace Planning Consultant II
Apply your industry knowledge to guide others toward better outcomes in workplace investments.
Financial Consultant
Build long-term, dedicated relationships with Fidelity’s customers.
Licensed roles: service professionals
Provide specialized services to customers as they grow and transfer their wealth.
High Net Worth Associate
Help us increase customer loyalty and drive business development opportunities.
Transition Service Specialist
Provide expertise for the transition of wealth that happens around certain life events.
Stock Plan Associate
Provide expertise on equity compensation, helping participants to understand what they have, what they can do, how to trade and tax implications.
Service Support Group
Provide expertise for all complex service items, emphasizing “point of service” resolution.
Active Trader Service Representative
Enhance relationships with Fidelity’s most active and complex traders.
Interested in working in a Fidelity branch?
Life at Fidelity
Fidelity was founded on the idea to “take intelligent risks rather than follow the crowd.” Our commitment to helping people lead better lives means we work differently, innovate purposefully, and hire individuals who bring diverse experiences.
Benefits that balance life and work
From our fully paid parental leave to our on-site health and wellness centers, our benefits support the belief that the more balance you have, the better you can achieve your goals.
