Financial planning roles
Explore types of financial planning roles at Fidelity
Fidelity branch offices have the career opportunities you’ve dreamed of, with the comprehensive training and support to make your dreams a reality.
Wealth management support
Financial Representative
While greeting every customer who walks through our doors, you’ll support the operations of your entire Fidelity office. Most of your day will be spent answering questions, processing transactions, placing trades and making deposits for our customers.
Throughout the day, you’ll also work with everyone from Financial Consultants to your Branch Leader to prepare for client meetings, review paperwork, and keep our entire operation running smoothly and efficiently.
This is a fast-paced, high-volume role and it’s a great starting point for someone interested in a career in financial services. You don’t need experience, but you must have knowledge of the financial markets and the ability to manage many tasks at once. To start, you won’t need Series 7 licensure, but you will need to earn it within your first six months at Fidelity.
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Relationship Manager
Working as part of our investment team, you’ll partner closely with Financial Consultants to help manage all of their customers. This will include working with clients directly, reviewing opportunities and setting up appointments with potential clients.
Utilizing your customer service skills, you’ll also build a rapport with customers and have a mastery of Fidelity’s products. This role is about more than just selling a product to a customer. At Fidelity, you’ll work to align customers with our products putting them with a product that’s right for what they need.
As you hone your financial expertise and grow your ability to foster meaningful client relationships, you’ll prepare yourself for our Wealth Management career path. This includes the Investment Consultant role, and then progresses to Financial Consultant.
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Investment Consultant
While working with existing clients, referrals and walk-in clients, you’ll turn warm leads into customers and hone your relationship building and financial planning expertise. Your clients are typically those with mid-range assets and you’ll spend most of your time conducting comprehensive, financial planning reviews of their portfolios.
To succeed in this high-volume position, you must have demonstrated success in a Consultative Sales role, as well as possess some financial planning experience. Since you’ll be working closely with customers on their financial plans, the ability to build relationships is important, and the ability to close is a must.
The typical progression from this role would be a Financial Consultant opportunity.
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Planning Consultant
This role is your chance. Working with an existing book of clients, you will learn to uncover financial planning and consolidation opportunities and develop engagement strategies that support each client’s unique needs. We know you will inspire client dedication with an end goal of forming lifetime relationships with Fidelity.
You’ll partner with our financial consultants and wealth planners in a planning capacity leveraging innovative technologies to maximize efficiencies for our clients. Make the most of the role by expanding your planning capabilities, learning and broadening your skills all while positively influencing our clients financial plans and futures.
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Wealth management
Financial Consultant
Get ready to do what you do best. Whether in person at one of our local offices or over the telephone, Fidelity clients expect an exceptional level of service. As one of our Financial Consultants, you’ll be on hand to deliver exactly that. Alongside a range of innovative solutions to offer your clients, you’ll enjoy the support of a well-rounded team of professionals.
You’ll also have full access to some of the best resources and tools in the industry all of which will allow you to produce comprehensive plans for clients each and every time. What’s more, we’ll provide you with the training and development you need to achieve great things: meaning that as you build relationships with clients, you’ll also be building a rewarding career.
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Wealth Planner
Do you believe that your role in financial planning has a higher purpose? It does. Our Wealth Planners focus on driving meaningful relationships with clients by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help our clients achieve their goals. Your ability to make a connection with people and build on a shared vision come to you naturally. And we have the clients looking for you to share your expertise and make a difference.
This role requires your interest and passion for Financial Planning and a proven track record in building wealth management plans and strategies. As an integral part of our team, you will identify solutions and leverage the multitude of resources in order to provide our clients confidence in their approach and outlook. As a Wealth Planner, you will be making a long term difference in your life and the lives of our clients.
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VP, Financial Consultant
While working with existing clients, referrals and walk-in clients, you’ll turn warm leads into customers and hone your relationship building and financial planning expertise. Your clients are typically those with mid-range assets and you’ll spend most of your time conducting comprehensive, financial planning reviews of their portfolios.
To succeed in this high-volume position, you must have demonstrated success in a Consultative Sales role, as well as possess some financial planning experience. Since you’ll be working closely with customers on their financial plans, the ability to build relationships is important, and the ability to close is a must.
The typical progression from this role would be a Financial Consultant opportunity.
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Branch management
Assistant Branch Leader
If your aspirations are to run your own branch, this role is your first step. You’ll learn everything you need to know about managing an office, including assisting in the hiring process, learning firsthand how to run a successful and compliant office, coaching and mentoring associates, training and motivating your team, and developing your local market.
You’ll need a background in sales, as well as an extensive knowledge of financial services. A strong understanding of compliance is a must, as is experience influencing and leading teams of sales people.
From here, you’ll have the opportunity to become a Branch Leader.
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Branch Leader
While overseeing billions of dollars of our customers’ assets, you’ll lead every aspect of your entire office. This could include sitting in on customer meetings, setting office goals, building and maintaining a strong sales team, and developing local marketing plans.
You’ll need a track record of successful sales experience, as well as proven experience leading a team. A mastery of our products is a must, as is extensive knowledge of the financial services industry. Team-building, leadership, coaching and effective communication skills are essential.
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Specialty roles
Regional Planning Consultant
You’ll support two to three branches to provide coaching and development for Investment Consultants, Financial Consultants and VP, Financial Consultants. This could involve providing expertise and guidance, teaching sales skills, mentoring, providing one-on-one support and leading client seminars.
You must have exceptional coaching skills, as well as presentation and influencing skills. Expertise in the financial industry is a must, as is knowledge of Fidelity’s product offerings.
Must Haves:
- Coaching skills
- Presentation skills
- Influencing skills
- Expertise in the financial industry
- Knowledge of Fidelity’s product offerings
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Wealth Management Advisor
Working with clients who have at least $3 million in assets, and often acting as a fiduciary, you’ll provide services that include estate planning and trust management. You’ll partner with a VP Financial Consultant in a branch to build your book of business and work with clients to understand their individual plans.
Your clients will expect you to have an expert-level knowledge of the financial markets, trusts and estate plans, as well as successful experience. You’ll also need exceptional communication and teamwork skills, as you’ll be supported by other members of the branch.
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Workplace Planning & Guidance Consultant
You’ll work with 401(k) and 403(c) participants in order to increase employee enrollment and help them roll over their existing funds. As one of the only positions that’s typically not sitting in our branches, the Workplace Planning & Guidance Consultant spends a great deal of time on the road – working directly with customers – sometimes even in an office on-site at the client’s place of work.
This role offers both junior-level and senior-level positions. The senior-level offers a higher level of planning and complexity. You’ll need to be a self-starter who can thrive outside of the branch office. Also, you must have experience with the tax-exempt market, as well as planning experience.
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Executive Services
Primarily working with high-net-worth executives, you’ll utilize your institutional sales skills and experience working with C-level professionals to help build their assets. You’ll also bridge the workplace world and act as a Financial Consultant for these senior executives and their 401(k) sponsors.
You must have experience working with high-net-worth products and services, and have individual planning expertise with 401(k) accounts.
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Regional Relationship Manager
You’ll support either our Executive Services roles or our Wealth Management roles, and provide guidance while working with complex products and services for our higher-level clients.
This role requires individuals with experience working with C-level executives and handling complex financial planning issues. Exceptional communication skills are essential.
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The resources & training you need
We actively invest in our people to help them develop a career that works for them.
- Formal training
- Learning resources
- Proprietary training tools
- Ongoing support
- Coaching & mentoring
