Hiring at Fidelity

How to land a role as a financial advisor at Fidelity

Find key traits, job requirements, and resume tips to help you land an interview.

June 5, 2026 3 minute read

Want to become a financial advisor at Fidelity? Discover the key skills that we’re looking for, such as relationship building, a positive attitude, and a growth mindset, to help you succeed. You’ll also find practical tips for creating a standout resume, including how to highlight your licenses, write a strong summary, and show measurable results.

Key takeaways

The financial advisor role at Fidelity is a great fit if you’re looking to build long-term relationships with your clients.
Fidelity’s looking for positive people with a growth mindset and emotional intelligence.
A strong financial advisor resume highlights your financial licenses, includes an executive summary, and shows your impact with measurable results.

Curious about becoming a financial advisor at Fidelity? With a client-first approach, a built-in client base, and real work-life balance, this role offers a lot of value.

In this article, you’ll discover the skills that will help you succeed in the role, like relationship building and long-term thinking. Plus, you’ll get tips on how to create a compelling resume, including adding an executive summary and showing measurable results.

Want to know more about being a financial advisor at Fidelity? Check out this article and hear about the role from active Fidelity financial advisors.

What makes a good Fidelity financial advisor?

At Fidelity, we’re dedicated to putting our clients first, and we’re looking for people who do the same. You’ll work with clients over the long term in supporting their financial goals, so it’s important to be in it for the long haul, committed to building relationships, and growing your client base over time.

“We want to hire the people who are going to stick around, because once a client's name is on that statement, they don't want a lot of turn over,” says Jessica, a branch leader at Fidelity.

Having the right mindset is also important. We’re looking for positive, growth-minded people. Being coachable and open to feedback will help you succeed in the long term. You’re not just working with numbers, you’re working with people, so emotional intelligence is important.

“You’ll go a long way if you’re a positive person, you want to do right by your clients, and you want to grow in your career,” says Jessica.

One major financial advisor job requirement is having both a Series 7 and a Series 63 license or being able to get a Series 63 license within 90 days of starting. You’ll need to be licensed to be considered for the role.

How to tailor your financial advisor resume for Fidelity

A financial advisor resume should list your licenses at the top to make them easy to find. You’ll also want to include a short executive summary that shows your interest in the role, your passion for building client relationships, and your experience in comprehensive financial planning.

Be sure to include measurable results. Metrics like growing your client base by 20% year over year show what you’ve achieved. Including stats, like making 40 outbound calls a day, can make it clear you thrive in a fast-paced environment.

“On a resume, I like to see quantifiable results, achievement, and focus. You can see on the resume who has energy and who’s a go-getter,” says Cara, a recruiter at Fidelity.

Recruiters want to see that you’ve done comprehensive planning and have been responsible for your own book of business, so outline what you’ve built before. You should also note any specific software you’ve worked with on your resume. Even if you haven’t worked with Fidelity’s software, a lot of those technical skills are going to translate.

Also, make it clear how long you worked at your previous employment. List your full-time position with a company (for example, Company X, 2010–2020), then break out the roles you held underneath. It’s a good way to show growth and that you’re someone who can commit long term.

Finally, show some personality by adding the hobbies and skills that help make you unique. Do you speak a second language or are you obsessed with movies? Adding these kinds of details can help you stand out in a sea of resumes.

“Clients feel comfortable when they're talking to people who reflect their values. They can relate to them,” says Jessica. Showing that you can speak their native language or might be able to talk about common interests can help form a bond.

Find your next financial advisor role at Fidelity

Success at Fidelity comes down to putting clients first, building long-term relationships, and bringing a growth mindset. Create a resume that showcases your achievements through measurable results and makes it clear you have the experience, licenses, and skills to do the job.

In the meantime, join our Talent Network to learn more about our financial advisor role and get the latest job openings.