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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

Wealth Advisor Sr

Saint Louis, MO · Hybrid

$98K - $144K/yr

... M software, and familiarity in other front office software used by wealth advisors. * You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape. * You have ...

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 ...

UMB Financial Corporation

Wealth Advisor

Dubuque, IA · 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 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 ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

... 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

... 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 Jul 25, 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
What cities are hiring for Entry Level Fidelity Wealth Management jobs? Cities with the most Entry Level Fidelity Wealth Management job openings:
What are the most commonly searched types of Fidelity Wealth Management jobs? The most popular types of Fidelity Wealth Management jobs are:
What states have the most Entry Level Fidelity Wealth Management jobs? States with the most job openings for Entry Level Fidelity Wealth Management jobs include:
What job categories do people searching Entry Level Fidelity Wealth Management jobs look for? The top searched job categories for Entry Level Fidelity Wealth Management jobs are:
Entry Level Fidelity Wealth Management jobs near you
Infographic showing various Entry Level Fidelity Wealth Management job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.
Senior Representative, Client Experience

Senior Representative, Client Experience

Fidelity Investments

Westlake, TX • On-site

$18.50 - $25.50/hr

Full-time

Posted 15 days ago

Fidelity Investments rating

8.8

Company rating: 8.8 out of 10

Based on 269 frontline employees who took The Breakroom Quiz

9th of 150 rated financial services

Job description


The Role
Are you seeking an opportunity to thrive in a fast-paced, collaborative service environment focused on strengthening relationships and driving client loyalty? Are you known as a trusted go-to person? If so, a role within Client Service and Support may be the right fit for you.
The Client Service and Support team delivers high-quality service interactions to clients who leverage the National Financial Services platform for clearing business needs. In this role, you will support clients through a variety of phone-based inquiries and transactions, including retirement distributions, checks, wires, journals, account documentation and features, and transfers of assets. You will also build strong working relationships with contacts at external financial firms and collaborate closely with internal business partners.
The Expertise and Skills You Bring
  • College degree or equivalent work experience preferred
  • Ability to excel in a fast-paced, team-oriented environment
  • Strong customer service background with a focus on delivering exceptional client experiences
  • Interest in continuous growth and learning within the financial services industry
  • Proven ability to solve complex problems and navigate sophisticated client needs
  • Initiative-driven and comfortable working independently when needed
  • Strong written, verbal, and interpersonal communication skills
  • Demonstrated problem-solving and analytical capabilities
  • Effective time management and organizational skills
  • Presentation and negotiation skills
  • Creative, open-minded approach to challenges
  • Broad systems knowledge, including mainframe and web-based platforms
  • Ability to contribute ideas, influence outcomes, and execute collaboratively in a team environment
  • Growth mindset with an appetite for continuous learning

The Value You Deliver
  • Support and address client inquiries accurately and professionally
  • Resolve issues or facilitate effective resolutions
  • Partner with internal teams and external firms to meet client needs
  • Advocate for both the client and the firm to ensure optimal outcomes

The Team
Client Service and Support (CSS) is part of the Fidelity Wealth organization and reports into the Client Experience (CE) division of Institutional Wealth Management Services (IWMS). Our mission is to drive client growth by providing world-class service and seamless digital experiences.
Our clients include Broker Dealers, Banks, Insurance Companies, Trust Companies, Record Keepers, Family Offices, Registered Investment Advisors, and Personal Investing clients.
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:
Category:
Brokerage Operations
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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