Hiring at Fidelity

How Fidelity’s Advisor Academy trains financial advisors for success

See how Fidelity supports financial advisors with training, coaching, and career development

June 5, 2026 4 minute read

Fidelity supports financial advisors with top-notch training at our Advisor Academy. Our financial consultant training combines a personalized training plan with coaching, education, and skills development so advisors are ready to provide exceptional service to clients. Advisors also have access to ongoing learning and career development, with paths to grow into coaching, advising, or leadership roles.

Key takeaways

Fidelity’s financial advisor training program combines personalized training, coaching, and experience, so financial advisors are prepared to provide great service.
New financial advisors meet with their leaders to determine their career goals and devise a plan for success.
Financial advisors usually choose to grow their careers via one of three paths—a career advisor, coach, or leadership role.

Fidelity wants to set you up for a successful financial advisor career, which is why we created our Advisor Academy. Through customized training, coaching, education, and real-world experience, you’ll learn how to support clients, develop your skills, and grow your book of business. Plus, you’ll get ongoing career support, development opportunities, and long-term growth at Fidelity.

Read this article to learn more about our financial advisor training program, get a breakdown of the training schedule, and discover how Fidelity can help you move forward in your career.

Inside Fidelity’s financial advisor training program

When you start at Fidelity, you’ll go through the Advisor Academy, our high-end financial advisor training program. This personalized training and education program is designed to build on your existing skills and experience through learning sessions that cover all areas of business development.

The program is backed by 50 coaches with a combined 750 years of Fidelity experience, and you'll have a dedicated leader to guide you through the entire process. Our financial consultant training program is one of the best in the business, so you’ll never have to worry about having the right instruction or tools to succeed.

“One thing that differentiates us is our training, coaching, and mentoring. You’ll never fail due to lack of training or onboarding,” says Cara, a recruiter at Fidelity.

You’ll begin with our seven-month training program, moving through three different phases and earning 10 badges along the way. As you go through the training, you’ll meet with clients for planned discussions and start building a book of business. Take a look at the training schedule below:

Fidelity’s Advisor Academy sets you up to feel confident and prepared from the start, so every client who walks into a Fidelity branch receives the kind of help and experience we can be proud of every time. And the growth doesn’t stop after your onboarding—you’ll continue to have learning and development opportunities throughout your career at Fidelity.

How Fidelity helps you reach your career goals

One thing that makes Fidelity unique is our focus on helping you reach your career aspirations. When you first join Fidelity, you’ll connect with your leader to discuss your long-term career goals. Together, you’ll come up with a 12-month milestone to work toward that will help you stay on track. Then you’ll create a development plan so you have a blueprint to help you succeed.

“I was upfront about where I wanted to be, and my leader laid out the expectation in terms of timeline and how to get to that point. The communication was fantastic,” says Joe, a financial advisor for Fidelity.

After that, you’ll meet with your leader regularly for support and to check on your progress. You’ll also work with the Wealth Management team to set up a practice plan so you’re aligned on how to help your clients according to their standards.

Your development plan will continue to evolve based on your progress and input, and feedback from your leaders and coaches. Over that time, we want to help you build the skills and confidence you need to create strong outcomes for your clients. Our focus isn’t on hitting product targets. Instead, we take the time to understand your career goals so we can help you create a path forward, just like we expect you to do with your clients.

Career vitality is an important part of Fidelity’s growth culture. For advisors, that growth often leads to one of three career paths:

Career advisors: As a career advisor, you could become a vice president, financial consultant, wealth planner, wealth management advisor, or executive planning consultant.
Coaching: Advisors interested in coaching and development may become regional planning consultants or regional coaching consultants or transition into a managed solutions or investment solutions consultant role.
Leadership: Some advisors choose to move into a leadership role because they aspire to lead entire teams or organizations.

Jumpstart your career at Fidelity

We want to help your advising career thrive, which is why we start you with a one-of-a-kind training program that gives you the skills, support, and hands-on experience you need to confidently help clients. That support continues throughout your career, with a focus on career-development opportunities. If you’re interested in becoming a Fidelity financial advisor, you can learn more about what the role looks like in this article—or get an inside look at how to land the role.

Ready to get the ball rolling on your financial career? Join Fidelity’s Talent Network to find the latest job openings and helpful job search tips.