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Entry Level Fidelity Financial Consultant Program Jobs in Tennessee

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Entry Level Fidelity Financial Consultant Program information

See Tennessee salary details

$25.9K

$88.1K

$106.6K

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

As of Aug 15, 2026, the average yearly pay for entry level fidelity financial consultant program in Tennessee is $88,138.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $105,700.00 per year, depending on experience, location, and employer.

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 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.

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 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 are the most commonly searched types of Fidelity Financial Consultant Program jobs in Tennessee?

The most popular types of Fidelity Financial Consultant Program jobs in Tennessee are:

What are popular job titles related to Entry Level Fidelity Financial Consultant Program jobs in Tennessee?

For Entry Level Fidelity Financial Consultant Program jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Entry Level Fidelity Financial Consultant Program jobs in Tennessee look for?

The top searched job categories for Entry Level Fidelity Financial Consultant Program jobs in Tennessee are:

What cities in Tennessee are hiring for Entry Level Fidelity Financial Consultant Program jobs?

Cities in Tennessee with the most Entry Level Fidelity Financial Consultant Program job openings:

Entry Level Fidelity Financial Consultant Program jobs near you
Infographic showing various Entry Level Fidelity Financial Consultant Program job openings in Tennessee as of August 2026, with employment types broken down into 74% Full Time, and 26% Contract. Highlights an 100% In-person job distribution, with an average salary of $88,138 per year, or $42.4 per hour.

Planning Consultant-Franklin, TN

Fidelity Investments

Franklin, TN

Full-time

Posted 8 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

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP Certification is highly encouraged
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities
The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of 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:Category:Relationship Management

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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