Financial Planning

THE POWER
TO POSITIVELY IMPACT LIVES.
STARTING WITH
YOUR OWN.

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.

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Our Culture & Our Advantage

Hear from David Coyne, Head of Branches at Fidelity, and other leaders on the people, the culture, and the solutions that help Financial Advisors thrive at Fidelity.

Diverse Perspectives at Fidelity

Kathy Murphy, President of Personal Investing, is interviewed about the reality of diversity and inclusion at Fidelity and the impact it has on the business.

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LIFE IN A FINANCIAL
PLANNING OFFICE.

Financial planning is a little different at Fidelity. There’s no cold calling or prospecting. Everyone from Financial Consultants and Private Client Specialists, to Branch Office Managers and Wealth Management Advisors are all focused on making sure our customers get the most out of their investments and their relationship with Fidelity by providing needs-based financial planning and wealth management expertise.

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FAMILY-FIRST BENEFITS.
THAT TRULY BALANCE LIFE & WORK.

Fidelity is a family-run, and a family-friendly company, dedicated to bettering the lives of our associates, both personally and professionally. From our 16-week maternity leave to our on-site health and wellness centers, we believe that the more balance you have, the better you can achieve your goals.

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WE HAVE A PLAN FOR HELPING EMPLOYEES
THRIVE IN THEIR CAREER.

Financial planning at Fidelity is not only full of opportunity, but intentional growth and support to help you get where you want to be in your career.

On Ethics

“Fidelity’s values align closely with mine. As a mother, you raise your kids wanting them to always do what’s right. And at Fidelity, the ethics of the company come through in everything we do with clients.”

– Marina

On Compensation

“Fidelity’s comp package is multi-faceted – a solid base that lets me focus on building relationships, plus a lot of other layers, including the client satisfaction score. When that comes out well, it’s a good experience for everyone.”

– Prakriti

On Support

“The support I get is amazing – a Relationship Manager to help me keep my day organized, partners I can bring in to help my clients. It helps me make a complex situation for my clients more clear and simple.”

– Jennifer

On Planning

“I had no idea that Fidelity was going that deep on true financial planning for our clients. We have the planning tools and resources behind us to really guide the clients.”

– Nicole

Licensed Professionals

If you have FINRA/Series 7 licensure, you’ll find opportunities waiting in our Investment Centers and Regional Centers.

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Fidelity Regional Centers

Help us provide the best customer service in the industry and make an impact as you build your career in financial services.

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