The career benefits of working at a Fidelity branch

Why does Fidelity have branches, and what is it like to have a career in them?

Fidelity branches are rooted in the local community and give clients the chance to interact with associates face-to-face. Clients can walk in or schedule appointments to get their questions answered, complete transactions, and plan for their short- and long-term goals. “We create a presence in the community that empowers clients with in-person support and easy access to services,” said Samir, a financial consultant. “It brings peace of mind that clients have someone to help in their local community.”

“The branches are designed for one-on-one relationships and to provide clients with white-glove service.”

“A lot of people want to do things face-to-face,” said Janine, Financial Consultant. “We want to make it as easy as possible for clients to do business with us.” This face-to-face component deepens relationships and elevates the level of customer service with a personal touch. “The branches are designed for one-on-one relationships and to provide clients with white-glove service,” said Samir.

Every hour of every day at a Fidelity branch is different, which makes for a dynamic and interesting workplace. “Every client situation is different,” said Samir. “Each solution you come up with is going to depend on what the client needs help with.”

What financial representative roles are available in Fidelity branches?

Fidelity offers multiple branch roles for candidates with a financial services background and for those without that experience who want to change careers. Plus, Fidelity provides you with a book of business, so you can focus on deepening relationships. Fidelity’s unique business model means you’ll have a steady stream of clients and huge upside potential.

Ideal Fidelity branch career for candidates without financial services experience

Fidelity will teach you the financial side of the business if you bring your passion for helping people. For any roles that require licensing, we train you on the job with a robust training that helps you pass your Series 7 and 63 exams.

• Financial representatives
  Financial representatives form the face of the branch, greeting clients and helping them with simple lobby services. They also serve as subject-matter specialists in compliance. Search for open roles here.

Fidelity branch careers for licensed candidates with previous financial experience

Branches are a great place to pivot and/or grow your financial services career, offering multiple opportunities. The branch functions as a team and may also lean on associates in regional call centers for telephonic support with certain transactions and needs.

• Relationship managers
  Relationship managers are organizational extraordinares who reach out to clients to book appointments and engage on a deeper level. “Relationship managers are a unique resource to Fidelity,” said Janine. “They act like a reception person and help schedule all our appointments and manage our calendars.” Look for open roles here.
• Investment consultants
  Help guide clients with investable assets in the $100,000–500,000 range. They handle point-in-time transactions. They work with the wider Fidelity team but are more independent in their running oftheir book of business. Search openings here.
• Financial consultants
  Financial consultants are responsible for client relationships and are their primary advisors. They present and implement solutions to clients to help them achieve their financial goals. They meet with clients at least once a year to help them plan and strategize for the future. Search for opportunities here.
• Planning consultants
  Planning consultants work together with financial consultants to help manage their books of business and pipelines and run team and client meetings. Find openings here.

“You’re really supported at Fidelity.”

What are the benefits of working in a Fidelity branch?

Team-based environment dedicated to your success

When you work in a branch, you’re part of a cohesive and supportive team that wants to help you grow in your career. “You’re really supported at Fidelity,” said Janine. “Fidelity’s culture embraces a team approach to everything. You never feel alone,” said Samir. You’ll get help when you need it, and you’ll be able to bounce ideas and share tips with other team members.

“You’re not on an island,” said Janine. “If you’re unavailable or on vacation, you have people meeting with your clients and helping them through the process.” You can truly disconnect, knowing your teammates will support your clients with the same care you show.

Branches offer opportunities to network. You’ll connect with other branches in your region and nationally through ongoing professional development events with keynote speakers, collaborative sessions, and social activities.

We show you the Fidelity way—a relentless commitment to clients

We work in the best interests of our clients. Always. Our own bottom line isn’t the driving factor. We communicate to connect as people first and foremost, not just transacting as financial servicers. We want clients to feel seen, heard, and understood and feel we help them make the best use of their time and investments. That’s the Fidelity way, being client obsessed.

“Process is king,” said Samir. “Fidelity has a vision. Clients get a similar experience whether they’re in New York, Chicago, or wherever they are.” Fidelity’s structure gives you the framework to identify and approach client needs and helps create a unified experience for all branches nationwide. We help you deliver exceptional experiences that offer the highest level of care and support for every client, every time, in a way that’s optimal for you and the team.

“I’ve seen the industry from different angles, from other jobs and firms,” said Samir. “What we’re doing at Fidelity is really unique. It combines the best parts of other companies I worked for.”

Book of business support

Fidelity provides you with a book of business from day 1. You don’t have to pound the pavement or leverage your personal relationships to drive business. Fidelity gives you access to different clients and fosters business development opportunities. “The Fidelity name carries a lot of weight,” said Samir. You’ll have the name recognition and credibility of a Fortune 500 company behind you.

Technology to help you scale up

“Fidelity says it’s more of a technology company versus a financial service company because everything we do is digital,” said Janine. Not only do we give branch associates a robust suite of tools to run different scenarios for clients, but we also provide them with back-end, integrated software to help consultants, representatives, and managers work efficiently. The tools are seamlessly connected for maximum ease and help branch associates identify new opportunities and bring fresh ideas to clients. Onsite tablets let clients do transactions securely.

An inclusive branch culture

“Our culture is very focused on associates and clients,” said Janine. Fidelity’s culture will surprise you for the better. We offer competitive total compensation packages with exceptional benefits that meet associates where they are at in life—tackling student loan debt, raising a family, or getting mental health support.

As a woman-led company, we’re committed to diversity and inclusion. We want to close the gap in employee representation in the financial services industry when it comes to race, gender, ability, and more. We know that the more diverse our associates are, the better we can serve our customers and the more successful we’ll be as a company.

Our branches are also committed to community involvement, participating in philanthropic and volunteer events. “Our branch does a lot of charitable work,” said Janine. “We recently helped pack bagged lunches for people experiencing homelessness that went to people in need that day. It was awesome.” When you work in a branch, you can feel good knowing you’re contributing positively to your local community.

Ongoing career opportunities for growth and development

Fidelity offers comprehensive training for all branch associates, whether they are transitioning into finance for the first time and need to get licensed or they’re ready to level up their finance careers.

Consultants participate in a formal 6-month training program complete with self-led trainings, seminars, and on-going coaching. After graduating, that coaching continues with weekly calls and support from regional and national consultants who act as executive coaches. “Our executive coach helps hone our skills,” said Janine. “They sit in on meetings and help you close business. They can help you with anything you’re struggling with in your process. Other firms don’t have a resource like that.”

You can also receive mentorship in and outside the branch and be a mentor yourself. “I’m a firm believer that teaching someone else helps me learn better,” said Samir. He’s able to help others while helping himself too.

You have the career flexibility to move between roles in the branch. “There are so many options for career development and growth in a branch,” said Janine. Fidelity’s Career Center helps you craft your resume and develop the skills you need to get to the next step in your career.

When it comes to promotion, we offer upward mobility in every role based on merit. “Fidelity values hard work, and they recognize talent when they see it,” said Samir.

“Fidelity attracts people who want to help others and strives to have all their associates come in with that mentality.”

Who should pursue career opportunities at a Fidelity branch?

“Fidelity attracts people who want to help others and strives to have all their associates come in with that mentality,” said Samir. If you want to help people while pursuing a rewarding career path, Fidelity is right for you. Here’s what we’re looking for in branch associates.

• They are customer-service oriented
  People who can build relationships with others, are client obsessed, and are also solution-oriented make great branch associates. If you’re a people person dedicated to helping others, this is a great fit for you. As Janine said, “I personally love working with people and seeing clients. That’s my favorite part of the day. It gives me a lot of energy.”
• They have high emotional intelligence
  Working with people in person, especially when it comes to money, requires a high level of emotional intelligence. You need to listen with empathy and quickly pivot as needed for the situation, based on verbal and non-verbal cues. As Janine explained, “If you’re going into a branch, you need to have really good emotional intelligence skills. You need to be able to read their cues, what they’re thinking and feeling or not telling you, and navigate that.”
• They are self-starters and lifelong learners
  Working in a branch is about balancing priorities, managing yourself and your time well, and being able to work both independently and as a team. You should be highly motivated but also focused on pace over perfection. You should be curious, always striving to ask questions, and learning new ways to improve.

How to find your Fidelity in a branch career

If you’re interested in working in a branch, here’s how to get started:

1. Start networking with people who work in a Fidelity branch. Ask for informational interviews or walk in for a visit.
2. Be bold, especially if you’re coming from an industry outside of finance. “We’ve had many people in our office who’ve made massive career changes,” said Janine. “They were working in retail or restaurants and switched over to finance and now have very successful careers.”
3. Find your Fidelity. Apply for an open branch position or sign up to get job alerts.