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Entry Level Fidelity Wealth Management Jobs (NOW HIRING)

UMB Financial

Wealth Advisor

Milwaukee, WI

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity ...

UMB Financial

Wealth Advisor

Madison, WI

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

  • Medical

  • Retirement

... wealth management team. * Building and maintaining client base, keeping client plans up-to-date and ... Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

  • Medical

  • Retirement

... wealth management team. * Building and maintaining client base, keeping client plans up-to-date and ... Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The ...

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Entry Level Fidelity Wealth Management information

See salary details

$25K

$47.8K

$68.5K

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

As of Aug 14, 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 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 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 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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

2027 Wealth Management Intern

Financial Synergies Wealth Advisors

Houston, TX • On-site

$20/hr

Part-time

Re-posted 29 days ago

Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.
Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.
Office Hours are from 8am to 5pm daily, with an hour lunch break.
Client Service
  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.

eMoney Advisor (Wealth-360)
  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac
  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape
  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM
  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.

Special Projects
  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.

Apply