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Entry Level Fidelity Wealth Management Jobs (NOW HIRING)

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$75K - $95K/yr

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ...

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BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ...

New

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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 15, 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.

Client Service Associate- White Pine Wealth Management

Hightower

Portland, ME • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 25 days ago

Job description

Your Future Team
White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.
What You'll Do
The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. You have strong communication, interpersonal, and time-management skills, and a heart for service. You must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.
  • Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
  • Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
  • Process money movements: journals, wire transfers, ACH transfers, and check requests
  • Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
  • Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
  • Comply with and be well-versed in industry rules and regulations and practice policies

What You'll Bring
  • Experience collecting information, processing forms, and maintaining accurate data
  • Confidence in handling phone calls and speaking to clients
  • Interpersonal and client service skills
  • Strong attention to detail, accuracy, and organization
  • Eagerness to work in a growing practice and fast-paced environment
  • Preferred: 2+ years of industry experience
  • Preferred: Series 7, 66 license - Insurance license a plus

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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