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Entry Level Fidelity Financial Advisor Jobs in Washington

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Experience supporting financial advisors, investment professionals, or high-net-worth clients ... Started their career at Fidelity, Schwab, E*TRADE, Merrill, Morgan Stanley, UBS, Wells Fargo ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Experience supporting financial advisors, investment professionals, or high-net-worth clients ... Started their career at Fidelity, Schwab, E*TRADE, Merrill, Morgan Stanley, UBS, Wells Fargo ...

Simplex

Associate Wealth Advisor

Bethesda, MD · On-site

$60K - $100K/yr

Experience supporting financial advisors, investment professionals, or high-net-worth clients ... Started their career at Fidelity, Schwab, E*TRADE, Merrill, Morgan Stanley, UBS, Wells Fargo ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Experience supporting financial advisors, investment professionals, or high-net-worth clients ... Started their career at Fidelity, Schwab, E*TRADE, Merrill, Morgan Stanley, UBS, Wells Fargo ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Experience supporting financial advisors, investment professionals, or high-net-worth clients ... Started their career at Fidelity, Schwab, E*TRADE, Merrill, Morgan Stanley, UBS, Wells Fargo ...

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Entry Level Fidelity Financial Advisor information

What is the difference between Entry Level Fidelity Financial Advisor vs Financial Planner?

AspectEntry Level Fidelity Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or other certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companiesIndependent or firm-based, client-facing roles
Job FocusSales, client onboarding, investment recommendationsComprehensive financial planning, long-term strategy

Entry Level Fidelity Financial Advisors typically focus on sales and client onboarding within financial firms, often holding securities licenses. Financial Planners provide broader, long-term financial advice, often with advanced certifications like CFP. While both roles involve client interaction and financial knowledge, the Financial Planner role emphasizes comprehensive planning beyond investment products.

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Entry Level Fidelity Financial Advisor jobs near you
Infographic showing various Entry Level Fidelity Financial Advisor job openings in Washington as of August 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 65% In-person, and 35% Remote job distribution.

Financial Consultant - Annapolis, MD

Annapolis, MD • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 22 days ago

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.

The base salary range for this position is $60,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

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