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Entry Level Fidelity Financial Consultant Program Jobs in Jackson, MS

Sales Consultant - La-Z-Boy Furniture Galleries Location: Jackson, MS - Ridgeland area Compensation ... Employee Assistance Program (Free to all employees!) * Counseling sessions * Financial and legal ...

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Entry Level Fidelity Financial Consultant Program information

See Jackson, MS salary details

$24.8K

$84.6K

$102.4K

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

As of Sep 8, 2026, the average yearly pay for entry level fidelity financial consultant program in Jackson, MS is $84,623.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,500.00 and $101,500.00 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 Jackson, MS?

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

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

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

Infographic showing various Entry Level Fidelity Financial Consultant Program job openings in Jackson, MS as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $84,623 per year, or $40.7 per hour.

Entry Level Sales Representative

Executive Financial Partners LLC

Ridgeland, MS • On-site

$64K - $84K/yr

Full-time

Posted 2 days ago

New


Job description

Company Overview:

At Executive Financial Partners, we're driven by excellence and grounded in purpose. Our mission is to equip high-performing individuals with the tools, training, and support needed to build meaningful careers. We foster a culture of ownership, growth, and service—where your personal drive aligns with a bigger impact. 

Role Summary:

We are actively seeking disciplined, goal-oriented individuals who are ready to step into a high-impact role. This entry-level opportunity is ideal for those who are motivated by challenge, thrive in fast-paced environments, and are committed to personal and professional development. Prior sales experience is not required—we value resilience, integrity, and a willingness to learn.

Position Overview:

As a licensed insurance agent, you'll be responsible for managing your own book of business while building trusted relationships with clients. You'll meet with individuals and business owners to provide education and access to our supplemental insurance plans. We offer in-depth onboarding and ongoing mentorship to ensure your success in the field.

Core Responsibilities: 

  • Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

  • Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

  • Deliver engaging group presentations that clearly communicate the value and impact of our products.

  • Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

  • Manage and grow your own book of business, becoming a trusted advisor in your territory.

  • Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

  • Ability to pass a pre-employment background check

  • Valid driver's license and reliable transportation

  • Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)

  • Bachelor's degree or 4+ years of professional experience
    (Relevant sales, leadership, or athletic experience considered)
     

Compensation & Growth
  • 1099 independent contractor role (self-employed, not a W-2 employee)

  • 100% commission-based compensation with uncapped earnings

  • Optional weekly draw available

  • Monthly cash bonuses and quarterly stock bonuses

  • Incentive trips and vested renewal commissions

  • Performance-based promotions

  • Schedule flexibility based on results—not hours

  • Ongoing sales training and leadership development

Apply now to join a team that rewards effort, values growth, and invests in its people.
www.efpartnersllc.com