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Entry Level Fidelity Wealth Management Jobs (NOW HIRING)

Fidelity Investments

Financial Analyst

Boston, MA · On-site

$67K - $127K/yr

The Role The Financial Analyst position is within the Fidelity Wealth Central Finance team ... Good planning, prioritization, and time management skills including ability to run multiple ...

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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 Jul 3, 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, and why are they important?

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 professional expect in a Fidelity Wealth Management role?

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.

More about Entry Level Fidelity Wealth Management jobs
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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 June 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.
Wealth Management Advisor

Wealth Management Advisor

Mowery & Schoenfeld Llc

Lake Forest, IL • On-site

Full-time

Posted 10 days ago

Job description

Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service. From day one, you can make an impact and contribute to the department's continued success!
M&S Wealth Management's fast paced and entrepreneurial energy provides a stimulating environment to service high-net worth individuals and families. This is a unique opportunity for a motivated self-starter to work alongside our Managing Director of Wealth Management working closely with clients to provide comprehensive financial analysis and sound financial planning that aligns with their financial goals. Comfort with financial planning software and custodial platforms, as well as adaptability to learn new technology, is essential.
This opportunity requires high-level interpersonal skills in tandem with strong analytical skills. The primary focus of our Senior Wealth Management Advisor is continuous support of our clients and their individual financial planning strategies through timely responses and strong communication skills. This individual will work effectively both independently as well as collaborating within a team. Successful execution of responsibilities will necessitate keen attention to detail, investment knowledge base, and clear communication skills with a polished and friendly demeanor.
In this role, you will:
  • Attend meetings with existing clients as well as prospects.
  • Educate clients on financial concepts and investment options to help them make informed decisions.
  • Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.
  • Creation and presentation of comprehensive financial analyses and plans which demonstrate a strong understanding of each client's needs.
  • Stay current on trends in the economy, financial markets, and regulatory changes to ensure consistency in appropriate client recommendations.

  • Bachelor's degree in finance, economics, or related field.
  • 2+ years of proven client facing experience with an RIA or similar firm required.
  • Experience with Tamarac and Envestnet and knowledge of Schwab and Fidelity custodial platforms a plus.
  • Series 65 licensure.
  • CFP certification or eligibility with CPA or SFA background welcomed.
  • Financial planning software knowledge such as MoneyGuidePro®.
  • High-level client service skills and ability to explain complex financial concepts clearly.
  • Strong written and verbal communication skills.
  • Acts with integrity and uses care with confidential information.
  • Bilingual in Spanish is a huge plus!

Apply