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.

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.

LICENSED ROLES FOR
RELATIONSHIP MANAGEMENT & SALES INCLUDE:

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

Develop relationships while learning our way of providing guidance

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

Build on all of your planning and relationship development experiences

Facilitate relationships with Fidelity’s most valuable and lucrative clients

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

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

LICENSED ROLES FOR SERVICE PROFESSIONALS INCLUDE:

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

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.

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.

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

Enhancing relationships with Fidelity’s most active and complex traders

WE LIKE TO WORK
WHERE OUR
CUSTOMERS LIVE.
EVERYWHERE.

With over 190 branches in the U.S., the Licensed Professionals working in our Investment Centers build the relationships that power our business. Meeting with clients, guiding them, and securing their financial futures with all of the customizable solutions Fidelity has to offer.

SERIES 7 LICENSED ROLES FOR
FINANCIAL PLANNING OFFICES INCLUDE:

Financial Consultant

Be the single point of contact for all investment, planning and guidance needs.

Relationship Manager

Provide customer service, sales, and operational support to Financial Consultants and their clients.

Regional Planning Consultants

Offer high-level knowledge on retirement income planning, investment strategy and product selection.

WORK SHOULD
WORK FOR YOU.
FIND YOUR IDEAL
LICENSED ROLE.

Our business is built with people and relationships at it’s core, with licensed roles across our organization. We’re always looking for talented, passionate employees to help make an impact for our customers, while enjoying a career that makes a positive impact on your life.

Whether you have your FINRA licenses or you’re looking to obtain a Series 7, you can find opportunities and licensed roles in our Regional Centers.