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At Fidelity Jobs in Michigan (NOW HIRING)

American Fidelity

Outside Sales Representative

Saginaw, MI · On-site

$87K - $119K/yr

That's why at American Fidelity we offer products designed to help people. We train our Sales Colleagues to serve as consultants who help people decide which products are best for them - and which ...

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At Fidelity information

What is the difference between At Fidelity vs Financial Advisor?

AspectAt FidelityFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP highly valued
Work EnvironmentCorporate office, client meetings, remote optionsClient-facing, office and in-field meetings
Employer & Industry UsageMajor financial services firm, investment managementFinancial services, wealth management firms
Search & Comparison IntentAt Fidelity vs Financial Advisor

At Fidelity typically refers to roles within the company, such as client service or support positions, while a Financial Advisor is a client-facing role focused on wealth management and investment planning. Both roles require similar licenses and certifications, but Financial Advisors have direct client interaction and personalized financial planning responsibilities. Understanding these differences helps job seekers identify the right career path within the financial industry.

What opportunities for career growth and development are available to employees at Fidelity?

Fidelity is known for encouraging internal mobility and supporting employees in their professional growth. Team members have access to a wide range of training programs, mentorship initiatives, and tuition reimbursement to help them develop new skills or pursue advanced degrees. Employees can explore different career paths across departments such as technology, customer service, and finance, and are frequently considered for promotions or lateral moves based on performance and interests. Regular feedback and career planning discussions with managers also help guide employees toward their long-term career goals.

What are the key skills and qualifications needed to thrive at Fidelity, and why are they important?

To thrive at Fidelity, strong analytical abilities, financial acumen, and relevant educational qualifications (such as a degree in finance, business, or a related field) are essential. Familiarity with investment platforms, financial planning tools, and industry certifications like Series 7 or CFA are commonly required depending on the role. Excellent communication, problem-solving, and client relationship management skills set top performers apart. These skills and qualifications are crucial for delivering high-quality financial services, building client trust, and navigating a competitive, regulated industry.

What does it mean to work at Fidelity?

Working at Fidelity typically means being employed by Fidelity Investments, a leading financial services company specializing in investment management, retirement planning, brokerage, and other financial products and services. Employees at Fidelity can work in a variety of roles, including financial advisory, customer service, technology, and operations. The company is known for its commitment to professional development, diversity, and a collaborative work environment. Fidelity offers competitive benefits and opportunities for career growth, making it a popular choice for individuals interested in the finance industry.
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What job categories do people searching At Fidelity jobs in Michigan look for? The top searched job categories for At Fidelity jobs in Michigan are:
What cities in Michigan are hiring for At Fidelity jobs? Cities in Michigan with the most At Fidelity job openings:
At Fidelity jobs near you
Infographic showing various At Fidelity job openings in Michigan as of July 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, 4% Contract, and 1% Nights. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.
Investment Consultant - Grand Rapids

Investment Consultant - Grand Rapids

Fidelity Investments

Grand Rapids, MI

Full-time

Posted 27 days ago

Fidelity Investments rating

8.8

Company rating: 8.8 out of 10

Based on 269 frontline employees who took The Breakroom Quiz

9th of 150 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
  • Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
  • Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
  • Interpersonal skills and ability to grow relationships are exemplary
  • Will take initiative and exceed expectations
  • Outstanding communication and consultative skills, and thrives in a fast-paced work environment
The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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