Financial Planning Roles


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Wealth Management Support

Wealth Management Support Financial Representative

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 Office Manager 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.

From here, two popular career paths exist. These are the Relationship Manager or Investment Consultant roles.

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Wealth Management Support Relationship Manager

Financial Representative

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.

From here, you can choose an operations- or sales-facing career. If you excel at service and operations, consider a Branch Office Service Manager role. If you prefer financial planning and sales, consider our Wealth Management path. This includes the Investment Consultant role, and then progresses to Financial Consultant.

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Wealth Management Support Investment Consultant

Financial Representative

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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Wealth Management Support Planning Consultant

Financial Representative

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.