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Entry Level Fidelity Financial Consultant Program Jobs in Fishers, IN

Deloitte

Netsuite Financials Consultant

Indianapolis, IN · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... You may also be eligible to participate in a discretionary annual incentive program, subject to the ...

Nexera

Entry Level Remote Sales Role

Indianapolis, IN · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

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All JobsFidelity Financial Consultant Program JobsEntry Level Fidelity Financial Consultant Program JobsEntry Level Fidelity Financial Consultant Program Jobs in Fishers, IN

Entry Level Fidelity Financial Consultant Program information

See Fishers, IN salary details

$26.7K

$90.9K

$110K

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

As of Aug 31, 2026, the average yearly pay for entry level fidelity financial consultant program in Fishers, IN is $90,895.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,500.00 and $109,000.00 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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For Entry Level Fidelity Financial Consultant Program jobs in Fishers, IN, the most frequently searched job titles are:

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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 Fishers, IN 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 $90,895 per year, or $43.7 per hour.

Financial Consultant Partner - Carmel, IN

Charles Schwab Inc.

Carmel, IN • On-site

$27.40 - $39.28/hr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Your Opportunity
At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Financial Consultant Partner (FCP), you'll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you'll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.
You'll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise
  • Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development
  • Support delivery of client solutions aligned to financial goals
  • Identify opportunities to deepen relationships and drive growth
  • Prepare for and support client meetings, including documentation and follow-up
  • Collaborate across the branch and firm to deliver seamless client experience
  • Maintain accurate client information and support daily operations

Why you're set up for success:
  • Schwab Training and Development

Start with Wealth Management University-a four-week, live virtual program designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.
  • Career Pathing

The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You'll be supported by leaders who invest in your growth and encourage continuous learning over time.
  • Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
  • A valid and active FINRA Series 7 license required
  • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
  • Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:
  • Attention to Detail

Ensure accuracy in client interactions, documentation, and operational processes
Identify and address discrepancies early to help maintain a strong, consistent client experience
  • Building Collaborative Relationships

Partner effectively with Financial Consultants, branch teams, and internal partners to support client needs
Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success
  • Active Listening

Use active listening and thoughtful questioning to understand client goals and align next steps to their needs
Communicate with clarity and care - confirm understanding, capture key details, and follow through on commitments
  • Coachability

Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and impact
Demonstrate openness to learning from managers, peers, and mentors - using guidance to accelerate development and improve performance
  • Adaptability

Adjust your approach based on client needs, changing priorities, and new information - staying focused on delivering strong outcomes
Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice

Apply