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Licensed roles

Opportunities for licensed finance professionals

Make a big impact for customers at Fidelity and work in a flexible, innovative environment where you’re empowered to take your career to the next level.

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Ways you can apply your license to your career at Fidelity

If you have your Series 7 license, we have roles for you—both in office and remote. And if you have your Series 9/10 license, we have opportunities for you too, in a leadership role.

Regional centers

Work in one of our office locations and foster customer relationships.

Remote roles

Work from home near one of our 35 metro locations for occasional in-person participation.

Branches

Interact with customers on a daily basis in a Fidelity branch location.

Leadership roles for Series 9/10

Lead a team and help them deliver an outstanding experience to our clients.

Don’t yet have your license?

Our customer service roles include the potential to pursue your Series 7 and 63 securities licenses.

What it’s like to work in a licensed role

Nothing's ever cookie cutter. You always have a new challenge every day. And I like the new challenge.

Javier, Investment Consultant

It's just a great sense of community that will carry with you throughout your career.

Nicole, High-Net-Worth Associate
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Licensed roles: relationship management and sales

Help our customers by providing guidance as they plan their financial well-being.

Workplace Planning Associate

Get the training you need to connect with our participants and provide them needed guidance.

Investment Solutions and Sales Representative

Develop relationships while learning our way of providing guidance.

Workplace Planning Consultant I

Apply your industry knowledge to guide others toward better outcomes in workplace investments.

Client Management Representative

Build on all of your planning and relationship development experience.

Client Relationship Manager

Facilitate relationships with Fidelity’s most valuable and lucrative clients.

Workplace Planning Consultant II

Apply your industry knowledge to guide others toward better outcomes in workplace investments.

Financial Consultant

Build long-term, dedicated relationships with Fidelity’s customers.

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Create a profile in our Talent Network to receive alerts for opportunities that match your interest.

Licensed roles: service professionals

Provide specialized services to customers as they grow and transfer their wealth.

High Net Worth Associate

Help us increase customer loyalty and drive business development opportunities.

Transition Service Specialist

Provide expertise for the transition of wealth that happens around certain life events.

Stock Plan Associate

Provide expertise on equity compensation, helping participants to understand what they have, what they can do, how to trade and tax implications.

Service Support Group

Provide expertise for all complex service items, emphasizing “point of service” resolution.

Active Trader Service Representative

Enhance relationships with Fidelity’s most active and complex traders.

Sign up for job alerts

Create a profile in our Talent Network to receive alerts for opportunities that match your interest.

Interested in working in a Fidelity branch?

Learn more about the roles we offer for interacting with customers.

Life at Fidelity

Fidelity was founded on the idea to “take intelligent risks rather than follow the crowd.” Our commitment to helping people lead better lives means we work differently, innovate purposefully, and hire individuals who bring diverse experiences.

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Benefits that balance life and work

From our fully paid parental leave to our on-site health and wellness centers, our benefits support the belief that the more balance you have, the better you can achieve your goals.

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