ZipRecruiter

Log In

2

Entry Level Fidelity Financial Consultant Program Jobs in Vermont

NBT Bank

Financial Consultant Associate

Burlington, VT · On-site

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged ... NBT provides a wide variety of development programs and tools for you to reach your full potential.

NBT Bank

Financial Consultant Associate

Burlington, VT · On-site

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged ... NBT provides a wide variety of development programs and tools for you to reach your full potential.

next page

Showing results 1-20

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

Entry Level Fidelity Financial Consultant Program information

See Vermont salary details

$30.3K

$103.3K

$124.9K

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

As of Aug 16, 2026, the average yearly pay for entry level fidelity financial consultant program in Vermont is $103,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,400.00 and $123,900.00 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 popular job titles related to Entry Level Fidelity Financial Consultant Program jobs in Vermont?

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

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

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

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

Cities in Vermont 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 Vermont as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 100% In-person job distribution, with an average salary of $103,252 per year, or $49.6 per hour.

Financial Consultant Associate

NBT Bank

Burlington, VT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

NBT Bank rating

6.0

Company rating: 6.0 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

152nd of 171 rated banks

Job description

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
Education and Experience:
  • Bachelor degree in related financial services field or equivalent education and experience

Skills and Abilities:
  • Knowledge of general business practices
  • Effective communication skills
  • Effective interpersonal skills
  • Proficient in Microsoft Office 365

Unique Job Characteristics and Requirements:
Ability to obtain Series 7, 63registration and Life & Health Insurance Licenses within 12months of assuming job responsibilities.
Tasks Performed:
  • 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market teams. Monitors client investment performance and makes appropriate recommendations.
  • 25% Provide sales assistance to Financial Consultants
  • 20% Develops and executes individual business plans to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals.
  • 5% Other duties as assigned.

Physical Requirements:
  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 10 lbs

Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Flexible Spending Accounts: For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance: Supporting your growing family.
  • Tuition Reimbursement: Invest in your education and career growth.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Pet Insurance: For all your furry friends.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:
  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

What NBT Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply