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Hiring at Fidelity

Best finance careers for women: Why to become a financial advisor at Fidelity

Learn why women make great financial advisors and how Fidelity can help you launch and grow your career opportunities.
5 minute read
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Financial services, and especially financial advising, have historically been male dominated, but women’s financial power continues to climb. That’s why a position as a Fidelity financial advisor is one of the best financial careers for women.

You too can become a financial advisor with Fidelity by your side. We’ll give you the knowledge and tools if you bring your passion and drive. With Fidelity, you’ll have ample opportunities to grow your career while feeling supported and set up for success from day one.

Key takeaways

  • Financial advisors often have exceptional listening and empathy skills and are approachable.
  • Working as a financial advisor opens multiple career paths and opportunities.
  • Fidelity’s culture and benefits support the whole you, both inside and outside of work.
  • You can become a financial advisor with the right mindset, support, and information.

Even though women are underrepresented in investment roles,  there’s a huge opportunity to get into finance now to help shape a better future for yourself and for other women. Fidelity wants to give you the path and the tools to succeed, because we want our workforce to reflect the clients we serve.

Why women make great Fidelity financial advisors

Traits that are essential to being a good Fidelity financial advisor include listening, empathy and being approachable:

Listening

  • You can respond to clients with personalized solutions. “Being a good listener helps us get to exactly what the client is looking for,” says Taylor, a Financial Consultant at Fidelity. “We can tie specific solutions to client needs.”
  • You can foster deep connections with clients. “Being able to have an open, deeper conversation comes down to connection and being a natural listener,” says Jenny, a Financial Consultant at Fidelity.

Empathizing

  • You have the emotional intelligence needed for discussing tricky topics. “Money and retirement are very emotional things. It’s important to have empathy when advising people about these things,” says Taylor.
  • You get to know your clients on a personal level. “It’s about the person sitting in front of you and understanding their story, being genuinely curious because they’ve lived a phenomenal life,” says Jenny.
  • You help people feel like they, and their needs, matter. “When someone’s taking the time out of their day, they want to feel heard, seen, and understood before they see the data points,” says Jenny.

Being approachable

  • You make people feel safe when discussing their deepest concerns. “Women can be more approachable for some clients. Our walls are down a little bit, so they can feel comfortable being vulnerable and asking questions,” says Taylor.

Why you should become a financial advisor

Working as a financial advisor means having a rewarding career path, with ample opportunity, that aligns with your values so you can do meaningful work and help others. Here’s how:

Doing work you can be proud of

“It’s very rewarding to help a client achieve a milestone like retirement and to tell them they’re ready for it,” says Taylor. “It’s often overlooked how impactful our job is. Retirement is what everyone is working towards their whole life, and we’re part of that journey.”

Making a real difference

“I can help someone feel empowered,” says Jenny. “I can help make a difference.” Financial advisors do that for their clients through a combination of education and coaching.

“You’re helping clients make the right decisions they need and then encouraging them along the way,” says Taylor.

Fostering connections

You’re there for some of the biggest moments of people’s lives. Deepening trust and developing relationships over time helps you help clients navigate any ups and downs that come their way.

“The ability to connect with people is really important and very underestimated,” says Taylor.

Career mobility

Your current interpersonal and organizational skills are transferable to financial services. “I worked in restaurants growing up and at a radio station. All those jobs included interacting with people. Those skills are very transferable,” says Jenny. “Organizational skills and time management help you structure your day. Thinking of yourself as a self-starter will really help you excel in this industry.”

What do you need to get started? “A willingness to learn, work hard, and challenge yourself before you step into this career. There isn’t one specific career path that leads to being a financial advisor,” says Taylor.

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Why work for Fidelity as a financial advisor

Woman-led, family-run, private company

Abigail “Abby” Johnson has been Fidelity’s CEO since 2014, when she took over for her father, who took over from her grandfather, who founded the company in 1946. American Banker named her the second most powerful woman in finance in 2024.

Flexibility and work/life balance

Our flexible work environment and commitment to work/life balance lets you pursue outside hobbies or raise a family. “We have that flexibility built in, which takes some of the pressure of commuting off,” says Jenny.
Your health and well-being take center stage. We know that you can’t check your personal life at the door and that you’re a person first and an employee second. “You have managers that understand and care about you,” says Jenny. “Fidelity cares about you regardless of what you’re going through.”

Benefits that meet you where you are in life

No matter where you are in your career, our benefits support you*, whether it’s through your overall financial, physical, and emotional well-being via retirement contributions, your health insurance, concierge services to help you get your to-do list done at home, or career coaching to help you grow in your career.

If you’re a recent graduate or still paying off your student loans, you can get up to $15,000 in assistance to pay off any student loan for any kind of degree.

For women who are mothers or want to become mothers, we offer a slew of family-friendly benefits, such as IVF and adoption assistance, generous maternity leave and paid time off, backup dependent care, and even a flexible spending account to help with childcare tax-free.

“When my youngest son was born, I got 16 weeks off,” says Taylor. “During that time, my book was fully supported and run by one of my peers, which was absolutely crucial and amazing for me. I could truly disconnect and spend time with my baby.”

How to become a Fidelity financial advisor

Of course, the most important step to becoming a financial advisor at Fidelity is that you have secured a license prior to applying. From there you need to do these three things:

  1. Adjust your mindset
    Say no to imposter syndrome and thinking you need to be perfect at the start. “You don’t have to have all the questions answered before you take that first step,” says Jenny. Don’t underestimate the value you bring to the table.
  2. Talk to people in the industry
    Set up informational interviews with people you know or friends of friends. Connect with people on LinkedIn. “One thing that differentiates Fidelity is that everyone will take 10 minutes to explain their journey,” says Jenny.
  3. Set yourself up for success
    Understand our hiring process. Make sure your resume is tailored to the job you’re applying for. Prepare like a pro for your interview.

Find your Fidelity as a financial advisor and catapult your career

Now is your chance to get into a role with incredible career potential where you can support others with their financial goals. Become a Fidelity financial advisor today and discover why it’s one of the best financial jobs. Find career opportunities and sign up for job alerts.

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