Financial Planning Roles


Our Financial Planning Offices have the career opportunities you’ve dreamed of, with the comprehensive training and support to make your dreams a reality.

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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.

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Wealth Management

Wealth Management Financial Consultant

Financial Representative

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 Management Wealth Planner

Financial Representative

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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Wealth Management VP, Financial Consultant

Financial Representative

As a VP, Financial Consultant, you'll work with some of our wealthiest clients in order to build their assets and our business. While handling millions, if not billions of dollars worth of investments, you'll also work with your support team to find new Fidelity products that fit your customers' investment needs.

As a senior leader in the Financial Planning office, you'll help create a culture of success among the team and mentor others. You must have leadership qualities, as well as extensive success in effectively managing and growing your book. You must also be an expert in the financial market, as well as in Fidelity's product offerings.

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