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Entry Level Fidelity Financial Consultant Program Jobs

Fidelity Investments

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized ...

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Entry Level Fidelity Financial Consultant Program information

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$28.5K

$97.1K

$117.5K

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

As of Aug 21, 2026, the average yearly pay for entry level fidelity financial consultant program in the United States is $97,109.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $116,500.00 per year, depending on experience, location, and employer.

What is the Entry Level Fidelity Financial Consultant Program?

The Entry Level Fidelity Financial Consultant Program is a training and development initiative offered by Fidelity Investments for individuals starting their careers in financial consulting. In this program, participants receive comprehensive training on financial products, client relationship management, and investment strategies. The goal is to prepare participants to become successful financial consultants who can advise clients on their financial goals. The program combines classroom learning, hands-on experience, and mentorship from experienced professionals. Upon completion, graduates are often eligible to take on client-facing roles within Fidelity.

What types of training and mentorship can participants expect in the Entry Level Fidelity Financial Consultant Program?

Participants in the Entry Level Fidelity Financial Consultant Program can expect comprehensive training that combines classroom instruction, online modules, and hands-on experience. The program typically pairs new consultants with experienced mentors who provide guidance on client interactions, investment strategies, and regulatory requirements. You’ll also engage in role-playing exercises and real client meetings under supervision, helping you build confidence and skills in a supportive team environment. This structure ensures you’re well-prepared to advance within Fidelity and the broader financial services industry.

What are the key skills and qualifications needed to thrive as an entry level Fidelity Financial Consultant, and why are they important?

To thrive as an Entry Level Fidelity Financial Consultant, you need a foundational understanding of finance, strong analytical abilities, and typically a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as Series 7 and 63 licenses are important. Exceptional interpersonal communication, client relationship management, and problem-solving skills help you stand out in this role. These skills and qualifications are crucial for providing trusted advice, building client relationships, and effectively navigating complex financial products and regulations.

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

AspectEntry Level Fidelity Financial Consultant ProgramEntry Level Financial Advisor
CertificationsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 63, and possibly CFP certification
Work EnvironmentCorporate setting within Fidelity, focusing on client service and product knowledgeIndependent or firm-based, providing personalized financial planning
Employer & Industry UsageFidelity Investments, financial services industryVarious financial firms, wealth management industry

The Entry Level Fidelity Financial Consultant Program is designed as an entry pathway within Fidelity, emphasizing product knowledge and client service. In contrast, an Entry Level Financial Advisor often has broader responsibilities in financial planning and may hold additional certifications. Both roles serve clients but differ in scope, certifications, and work environment.

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Entry Level Fidelity Financial Consultant Program jobs near you
Infographic showing various Entry Level Fidelity Financial Consultant Program job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,109 per year, or $46.7 per hour.

Entry Level Financial Consultant

G&G Consulting

Houston, TX • On-site

Full-time

Re-posted 27 days ago

Job description

Company Description
At G&G Consulting, we pride ourselves on not just our success, but the success of our customers. Our mission is to help our customers become debt-free. Through our certified debt consolidation programs, we have been able to help hundreds of thousands of customers by negotiating with creditors on their behalf to reach more favorable terms.
Job Description
G&G Consulting is seeking a full-time Entry Level Financial Consultant for our busy Houston office. We are a leading debt recovery agency in Houston and we are looking for motivated, energetic candidates looking for experience in an entry level finance role!
We offer the following benefits to our valued employees:
  • Fun, fast-paced and competitive environment
  • Team of positive, driven employees
  • Opportunities for advancement and career building in the finance and debt relief industry.
  • Hands-on training with our experienced management team.

The Entry Level Financial Consultant will be responsible for:
  • Performing outbound calls to customers interested in our debt relief program.
  • Educating potential clients about our debt relief solutions with the goal of encouraging signups for our program.
  • Gathering financial information from client to qualify them for our debt relief solutions.
  • Assist client to establish a realistic plan for managing their money and debts.
  • Negotiating repayment options on overdue accounts.

Qualifications
The successful Entry Level Financial Consultant applicant should possess the following qualifications:
  • Detail oriented
  • Strong verbal and written communication skills
  • Ability to multitask
  • Ability to follow company policies and strategies
  • Positive energetic attitude
  • Passion for working with and helping people
  • Can commit to the full-time fixed work schedule
  • Experience with finance, debt relief, debt consolidation, third party collections, sales, and call centers is an asset but not required. We provide training!

Additional Information
All your information will be kept confidential according to EEO guidelines.

Apply