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Fidelity Consulting Jobs (NOW HIRING)

Fidelity Investments

Consultant, Actuary

Chicago, IL · On-site

$89K - $180K/yr

For more information about Fidelity Workplace Consulting please visit this link: Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout ...

Fidelity Investments

Consultant, Actuary

Chicago, IL

$89K - $180K/yr

For more information about Fidelity Workplace Consulting please visit this link: Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout ...

Fidelity Investments

Consultant, Actuary

Westlake, TX · On-site

$89K - $180K/yr

For more information about Fidelity Workplace Consulting please visit this link: Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout ...

Fidelity Investments

Consultant, Actuary

New York, NY

$89K - $180K/yr

For more information about Fidelity Workplace Consulting please visit this link: Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout ...

Fidelity Investments

Plan Consultant

Westlake, TX

Fidelity will not provide immigration sponsorship for this position. The Role As a Plan Consultant (PC), we draft and execute Fidelity's Pre-Approved Plan Document. We interpret plan provisions from ...

Fidelity Investments

Plan Consultant

Smithfield, RI

Fidelity will not provide immigration sponsorship for this position. The Role As a Plan Consultant (PC), we draft and execute Fidelity's Pre-Approved Plan Document. We interpret plan provisions from ...

Fidelity Investments

Plan Consultant

Smithfield, RI · On-site

Fidelity will not provide immigration sponsorship for this position. The Role As a Plan Consultant (PC), we draft and execute Fidelity's Pre-Approved Plan Document. We interpret plan provisions from ...

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Fidelity Consulting information

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How much do fidelity consulting jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for fidelity consulting in the United States is $64.53, according to ZipRecruiter salary data. Most workers in this role earn between $56.25 and $76.68 per hour, depending on experience, location, and employer.

What is Fidelity Consulting?

Fidelity Consulting is a division within Fidelity Investments that provides strategic advisory services to clients, including businesses and organizations. The team helps clients solve complex business challenges, optimize operations, and implement technology solutions to drive growth and efficiency. Their consultants leverage industry expertise and data-driven insights to deliver tailored recommendations in areas such as financial planning, risk management, and digital transformation. Fidelity Consulting aims to empower clients to make informed decisions and achieve their long-term goals.

What are the key skills and qualifications needed to thrive as a Fidelity consultant?

To thrive as a Fidelity Consultant, you need a deep understanding of financial markets, investment strategies, and client portfolio management, typically supported by a finance degree and relevant certifications like the Series 7 or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is often expected. Excellent interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly are crucial soft skills in this role. These skills ensure consultants can build trust, deliver tailored financial solutions, and help clients achieve their investment goals.

What types of projects do consultants typically work on at Fidelity Consulting?

At Fidelity Consulting, consultants are often involved in projects that span strategic planning, process improvement, digital transformation, and operational efficiency within the financial services sector. This variety exposes consultants to multiple business units and challenges, fostering a broad skill set and deep industry knowledge. Working closely with cross-functional teams, consultants gain valuable experience in stakeholder management, analytical problem-solving, and client communication. The dynamic project environment supports rapid professional growth and provides clear pathways for advancement within the organization.

What is the difference between Fidelity Consulting vs Financial Advisor?

AspectFidelity ConsultingFinancial Advisor
CredentialsTypically requires certifications like CFP, CFA, or Series 7Often holds CFP, CFA, or similar licenses
Work EnvironmentConsults with clients, develops financial strategies, often within consulting firms or financial institutionsProvides personalized financial planning and investment advice, usually in banks or independent practices
Employer & IndustryFinancial services firms, consulting firms, or banksBanks, independent firms, or insurance companies
Search & Comparison IntentPeople comparing consulting roles in finance with advisory rolesIndividuals seeking financial planning or investment advice careers

Fidelity Consulting and Financial Advisor roles share similar credentials and work environments but differ in focus. Fidelity Consulting emphasizes strategic financial consulting within firms, while Financial Advisors focus on personalized client advice. Both roles require relevant certifications and operate within the financial services industry.

What does a Fidelity Consulting do?

Fidelity Consulting typically involves providing expert advice and strategic solutions to clients, often in financial or business contexts. Professionals in this role analyze data, develop plans, and recommend actions to improve organizational performance, frequently using tools like financial models and industry knowledge. Strong communication skills and relevant certifications may be required for success in this field.
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Fidelity Consulting jobs near you
Infographic showing various Fidelity Consulting job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 9% Part Time, and 6% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $134,230 per year, or $64.5 per hour.

Vice President, Fidelity Workplace Consulting - Health & Welfare

Fidelity Investments

Aurora, CO • On-site, Remote

$130K - $264K/yr

Full-time

Medical, Retirement, PTO

Re-posted 24 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
  • Lead the development and presentation of strategic recommendations to clients on an annual basis
  • Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
  • Provide overall accountability to our clients for our strategic, analytical and financial deliverables
  • Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
  • Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
  • Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
  • Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
  • Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice

The Expertise and Skills You Bring
  • Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
  • Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
  • Experience engaging all available resources to address client problems (resourceful & scrappy)
  • Strong client relationship management skills, including excellent communication and responsiveness
  • Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
  • Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
  • Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)

The Team
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.
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.
The base salary range for this position is $130,000-$264,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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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