Licensed Professionals

YOU HAVE
THE EXPERIENCE
WE NEED.
WE HAVE THE OPPORTUNITY.

Whether it’s an everyday customer interaction or one of life’s big moments, your skills and experience can make a big impact for customers at Fidelity.

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AMAZING CUSTOMER EXPERIENCES.
MADE POSSIBLE BY YOUR EXPERIENCE.

No matter where you are in your career, there’s a place for you at Fidelity. Bring your experience and we’ll provide the opportunities you need to thrive.

EXPLORE LICENSED ROLES

LICENSED ROLES FOR
RELATIONSHIP MANAGEMENT & SALES INCLUDE:

WORKPLACE PLANNING ASSOCIATE

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

INVESTMENT SOLUTIONS & SALES REPRESENTATIVE

Develop relationships while learning our way of providing guidance

WORKPLACE PLANNING CONSULTANT I

Apply your industry knowledge to guide towards better outcomes in workplace investments

CLIENT MANAGEMENT REPRESENTATIVE

Build on all of your planning and relationship development experiences

CLIENT RELATIONSHIP MANAGER

Facilitate relationships with Fidelity’s most valuable and lucrative clients

WORKPLACE PLANNING CONSULTANT II

Apply your industry knowledge to guide towards better outcomes in workplace investments

FINANCIAL CONSULTANT

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

LICENSED ROLES FOR SERVICE PROFESSIONALS INCLUDE:

HIGH NET WORTH ASSOCIATE

Help us to increase customer loyalty and drive business development opportunities.

TRANSITION SERVICE SPECIALIST

Provides expertise for the transition of wealth due to certain life events. Help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.

STOCK PLAN ASSOCIATE

You are the equity compensation specialist, making it easy for our participants to understand what they have, what they can do, how to trade and tax implications.

SERVICE SUPPORT GROUP