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At Fidelity Jobs in Ohio (NOW HIRING)

American Fidelity

Outside Sales Representative

Dayton, OH · On-site

$87K - $119K/yr

At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...

American Fidelity

Outside Sales Representative

Dayton, OH · On-site

$87K - $119K/yr

At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...

American Fidelity

Outside Sales Representative

Dayton, OH · 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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All JobsAt Fidelity JobsAt Fidelity Jobs in Ohio

At Fidelity information

What are the entry-level jobs at Fidelity?

Entry-level jobs at Fidelity include roles such as Customer Service Associate, Operations Associate, and Financial Representative. These positions typically require strong communication skills, basic financial knowledge, and may involve on-the-job training or certifications like FINRA licenses for financial advising roles.

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 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?

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.
What are popular job titles related to At Fidelity jobs in Ohio? For At Fidelity jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching At Fidelity jobs in Ohio look for? The top searched job categories for At Fidelity jobs in Ohio are:
What cities in Ohio are hiring for At Fidelity jobs? Cities in Ohio with the most At Fidelity job openings:
At Fidelity jobs near you
Infographic showing various At Fidelity job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Consultant - Fairlawn, OH

Fidelity Investments

Fairlawn, OH • On-site

Full-time

Re-posted 24 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th 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 engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions
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.

Ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

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 66 - 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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