Financial planning
Financial planning jobs at Fidelity
Financial planning at Fidelity is all about doing what’s right for the customer and knowing you have the support and opportunities to do what’s right for your career.
Types of roles in financial planning
Financial planning is a little different at Fidelity. There’s no cold calling or prospecting. By providing needs-based financial planning and wealth management expertise, we help our customers get the most out of their investments and their relationships with Fidelity.
Wealth management
Build long-term, dedicated relationships with Fidelity’s customers.
Wealth management support
Work as part of an investment team and nurture relationships.
Branch management
Support and lead the in-person experience in one of our branch offices.
Specialty roles
Provide a variety of services while working with high-net-worth clients.
What it’s like to work in financial planning
One of the things that brought me to Fidelity was the defined career path.
Jamal, Financial Consultant
It’s just been a very collaborative environment here where I feel 100% supported by everyone on the team.
Lisa, Financial Consultant
Find your ideal licensed role
Whether you have your FINRA licenses or you’re looking to obtain a Series 7, you’ll find opportunities waiting in our Investment Centers and Regional Centers.
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.
