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Entry Level Fidelity Wealth Management Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Chelsea, MI · On-site

$19K/yr

... * Entry level Bankers Life agents are provided with pre-licensing training free of charge ... Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and ...

Bankers Life

Wealth Management Trainee

Albuquerque, NM · On-site

$41K - $50K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

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Entry Level Fidelity Wealth Management information

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$25K

$47.8K

$68.5K

How much do entry level fidelity wealth management jobs pay per year?

As of Sep 4, 2026, the average yearly pay for entry level fidelity wealth management in the United States is $47,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What is an entry level Fidelity Wealth Management position?

An Entry Level Fidelity Wealth Management position is typically an early-career role at Fidelity Investments focused on supporting clients with their financial planning and investment needs. Employees in this role may assist with account management, provide basic financial guidance, and learn about a variety of financial products and services. The position often involves working under the supervision of experienced advisors and may include on-the-job training, client communication, and administrative support duties. It's a great starting point for those interested in a career in financial advisory or wealth management.

What types of projects or tasks can an entry level Fidelity Wealth Management professional expect?

In an entry-level Fidelity Wealth Management position, you can expect to assist with client onboarding, prepare financial reports, and support senior advisors in developing and implementing investment strategies. You'll likely interact with clients to gather information, answer basic inquiries, and ensure their accounts are properly maintained. Collaboration with other team members is common, especially when preparing client presentations or conducting research on financial products. This hands-on experience provides a solid foundation for understanding wealth management processes and developing client relationship skills.

What are the key skills and qualifications needed to thrive as an entry level Fidelity Wealth Management professional?

To thrive in an Entry Level Fidelity Wealth Management role, a bachelor’s degree in finance, business, or a related field, along with foundational knowledge of investment products and financial planning, is generally required. Familiarity with CRM platforms, financial analysis tools, and relevant certifications such as the FINRA Series 7 and 63 licenses are often necessary. Strong interpersonal skills, attention to detail, and effective communication are critical for building client relationships and understanding their financial goals. These skills and qualifications ensure accurate financial guidance, regulatory compliance, and client trust, which are essential for long-term success in wealth management.

What is the difference between Entry Level Fidelity Wealth Management vs Entry Level Financial Advisor?

AspectEntry Level Fidelity Wealth ManagementEntry Level Financial Advisor
CertificationsSeries 7, Series 66 (or 65), CFP (preferred but not always required)Series 7, Series 66 (or 65), CFP (preferred but not always required)
Work EnvironmentCorporate office, client meetings, financial planning teamsIndependent or firm-based, client consultations, financial planning
Employer & Industry UsageFidelity Investments, large financial institutionsVarious financial firms, banks, independent advisory firms

Both roles typically require similar certifications like Series 7 and Series 66, and involve working in client-facing environments. Fidelity Wealth Management positions are often within large corporations, focusing on wealth management services, while entry-level financial advisors may work independently or for smaller firms, providing personalized financial planning. The main difference lies in the employer setting and scope of services offered.

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Entry Level Fidelity Wealth Management jobs near you
Infographic showing various Entry Level Fidelity Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Regional Planning Consultant - Westlake, TX

Fidelity Investments

Westlake, TX • On-site

Full-time

Posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Regional Planning Consultant, you provide mentorship and development support to Fidelity Wealth associates, helping them strengthen their capabilities and advance their careers.

In this role, you support advisor development by detailing coaching interactions within Salesforce Coaching App 2.0, enabling consistent tracking of progress and skill advancement. By reinforcing the Fidelity Relationship Model and Standards of Care, you help prepare advisory associates to become highly proficient and effective advisors.

You also provide financial planning expertise through joint client appointments, partnering with advisors to introduce and implement appropriate planning strategies and solutions. Through hands-on coaching, collaboration, and client-facing support, you help advisors improve their efficiency while delivering significant outcomes for clients.

The Expertise and Skills You Bring
  • Sales experience with validated knowledge of planning interactions
  • Expert level experience and understanding of financial/investment planning process and knowledge of strategies in areas of retirement planning, education funding, estate planning and insurance planning
  • Fidelity product knowledge/experience preferred
  • FINRA Series 7, 63/66 required and insurance licenses must be acquired within 6 months of hire
  • Bachelor's degree in business or finance preferred
  • CFP certification preferred
  • At least 25% travel in the field will be required
  • Planning skills and in-depth knowledge of financial product offerings
  • An unparalleled desire to mentor and impact others' results
  • Public speaking skills and confidence in front of an audience of any size
The Team

The Regional Planning Consultant plays a vital role in supporting professionals within Fidelity Wealth by reinforcing the principles of mentorship and personalized planning. You will affect associate development through focused coaching support in the key foundational areas including communication skills, planning concepts, practice management techniques and planning tools.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales Support

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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