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Entry Level Fidelity Financial Consultant Program information

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$28.5K

$97.1K

$117.5K

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

As of Jun 9, 2026, the average yearly pay for entry level fidelity financial consultant program in the United States is $97,109.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $116,500.00 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 cities are hiring for Entry Level Fidelity Financial Consultant Program jobs? Cities with the most Entry Level Fidelity Financial Consultant Program job openings:
What are the most commonly searched types of Fidelity Financial Consultant Program jobs? The most popular types of Fidelity Financial Consultant Program jobs are:
What states have the most Entry Level Fidelity Financial Consultant Program jobs? States with the most job openings for Entry Level Fidelity Financial Consultant Program jobs include:
Entry Level Fidelity Financial Consultant Program jobs near you

Financial Consultant- Knoxville, TN

Fidelity Investments

Knoxville, TN

Full-time

Posted 26 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We’re Looking For

  • Previous success in building relationships, uncovering needs and recommending solutions

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

  • Being coachable, collaborative, and curious are your "go to" attributes

  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive

  • Motivated by results and finding solutions, you take initiative and exceed customer expectations

  • Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future

  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills

  • You have a steadfast commitment to your clients while making a positive impact in the community

Certifications:Category:Sales

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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