A Fidelity branch employee smiles and shakes hands with a customer to welcome them.

Financial planning jobs

Achieve your potential as an advisor

Get all of the support you need to provide the level of planning your clients deserve.

Why working in a Fidelity branch is different

We’re committed to providing resources so that you can put the focus where it belongs: on our clients.

No cold calling

Grow your book of business by spending more time focused on advanced planning.

Advanced tools and technology

With $2.5bn invested annually in tech and R&D, Fidelity is committed to providing cutting-edge tools to help you do your job better.

Stability

For over 75 years, Fidelity has been helping people lead better and more financially secure lives—and that extends to our employees, too.

Set up for success

We offer extensive coaching and accessible resources to help you succeed.

Current branch openings

We post new jobs frequently. If you don’t see the right fit for your skills and experience, we invite you to join our talent network.

1 / 3

What’s it like to work in a branch?

At least once a week, I find out why this job is so rewarding.

Lauren, Planning Consultant

One of the things that brought me to Fidelity was the defined career path.

Jamal, Financial Consultant
1 / 2

Locations across the country

Improve the financial outlook for people right in your community at a Fidelity branch nearby.

Benefits with your future in mind

With retirement planning at the center of our business, we support our employees’ lifelong financial well being.

A smiling man sits on a couch in a bright, sunny office in front of his laptop. Large potted plants are behind him.

401(k) with company match1

16-week maternity leave & 12-week parental leave2

Annual company profit sharing3

Student loan assistance

A smiling man sits on a couch in a bright, sunny office in front of his laptop. Large potted plants are behind him.

1. Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
2. 16-week maternity leave for those giving birth to a baby. 12-week paternity leave for those whose spouse, domestic partner, or surrogate is giving birth to a baby and for those adopting or fostering a child.
3. Omaha Virtual Regional Center and Albuquerque-based regular employees, excluding individuals employed at a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

More information

Branch roles, explained

Learn about the different types of roles you can have when you work at a Fidelity branch.