HomeTeamsFinancial planning jobs

Financial planning

Financial planning jobs at Fidelity

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.

Coworkers sit working at laptops in a bright open work space

Types of roles in financial planning

Financial planning is a little different at Fidelity. There’s no cold calling or prospecting. By providing needs-based financial planning and wealth management expertise, we help our customers get the most out of their investments and their relationships with Fidelity.

Wealth management

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

Wealth management support

Work as part of an investment team and nurture relationships.

Branch management

Support and lead the in-person experience in one of our branch offices.

Specialty roles

Provide a variety of services while working with high-net-worth clients.

What it’s like to work in financial planning

One of the things that brought me to Fidelity was the defined career path.

Jamal, Financial Consultant

It’s just been a very collaborative environment here where I feel 100% supported by everyone on the team.

Lisa, Financial Consultant

Fidelity's values align closely with mine. …[T]he ethics of the company come through in everything we do with clients.

Marina, Financial Consultant

Find your ideal licensed role

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

A focused employee in a headset sits at a desk working.

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 more effectively you can achieve your goals.

Colleagues sit at lunchroom tables eating or talking, while others walk past. The room has colorful chairs and tall windows.