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Entry Level Fidelity Financial Consultant Program Jobs in Texas

Fisher Investments

Financial Consultant

Plano, TX · On-site

Through our unique training program, Fisher Investments offers an elevated finance and capital ... A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work ...

UnitedHealth Group

Financial Consultant

Dallas, TX · Remote

$72K - $130K/yr

OptumRx is looking for a Financial Consultant to join our Optum Specialty & Home Delivery Finance ... programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility ...

TIAA

Individual Financial Consultant

Frisco, TX · On-site

The Individual Financial Consultant (IFC) provides retirement education and advice to the ... Our benefits include a superior retirement program and highly competitive health, wellness and work ...

Empower

Financial Consultant (Remote Eligible)

Katy, TX · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Leave of absence programs - including paid parental leave, paid short- and long-term disability ...

Empower

Financial Consultant (Remote Eligible)

Katy, TX · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Leave of absence programs - including paid parental leave, paid short- and long-term disability ...

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All JobsFidelity Financial Consultant Program JobsEntry Level Fidelity Financial Consultant Program JobsEntry Level Fidelity Financial Consultant Program Jobs in Texas

Entry Level Fidelity Financial Consultant Program information

See Texas salary details

$26.6K

$90.5K

$109.5K

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

As of Aug 22, 2026, the average yearly pay for entry level fidelity financial consultant program in Texas is $90,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,200.00 and $108,500.00 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.

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

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

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Entry Level Fidelity Financial Consultant Program jobs near you

Financial Consultant

Fisher Investments

Plano, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.

The Day-to-Day:

As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:

  • Work with our UK clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications:

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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