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Entry Level Fidelity Financial Advisor Jobs in Rochester Hills, MI

Main Financial Group LLC

Be Seen First

Client Operations Specialist - Livonia

Livonia, MI · On-site

$75K - $85K/yr

Jordan Main About Main Financial Group Main Financial Group is an independent wealth management ... Work with advisors, clients, custodians, and carriers to resolve outstanding requirements and move ...

Main Financial Group LLC

Be Seen First

Client Operations Specialist - Livonia

Livonia, MI · On-site

$75K - $85K/yr

Jordan Main About Main Financial Group Main Financial Group is an independent wealth management ... Work with advisors, clients, custodians, and carriers to resolve outstanding requirements and move ...

Bankers Life

Wealth Management Trainee

Clarkston, MI · On-site

This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? * Top-tier ...

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Hantz Group

Tax Associate

Davison, MI · On-site

$53K - $70K/yr

The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors ...

Hantz Group

Tax Associate

Romeo, MI · On-site

$56K - $75K/yr

The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors ...

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All JobsFidelity Financial Advisor JobsEntry Level Fidelity Financial Advisor JobsEntry Level Fidelity Financial Advisor Jobs in Rochester Hills, MI

Entry Level Fidelity Financial Advisor information

See Rochester Hills, MI salary details

$33.1K

$94K

$132.5K

How much do entry level fidelity financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for entry level fidelity financial advisor in Rochester Hills, MI is $94,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $120,600.00 per year, depending on experience, location, and employer.

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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For Entry Level Fidelity Financial Advisor jobs in Rochester Hills, MI, the most frequently searched job titles are:

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What cities near Rochester Hills, MI are hiring for Entry Level Fidelity Financial Advisor jobs?

Cities near Rochester Hills, MI with the most Entry Level Fidelity Financial Advisor job openings:

Entry Level Fidelity Financial Advisor jobs near you
Infographic showing various Entry Level Fidelity Financial Advisor job openings in Rochester Hills, MI as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $94,010 per year, or $45.2 per hour.

Investment Consultant - Troy, MI

Troy, MI

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

16th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

Full-time

Re-posted 26 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 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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