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Fidelity Financial Advisor Jobs (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company ... Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to ...

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How much do fidelity financial advisor jobs pay per year?

As of Jun 1, 2026, the average yearly pay for fidelity financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a Fidelity Financial Advisor job?

A Fidelity Financial Advisor helps clients manage their investments, plan for retirement, and achieve financial goals. They provide personalized financial guidance, recommend investment strategies, and ensure clients understand their options. Advisors work within Fidelity’s framework, leveraging its resources and technology to deliver tailored financial solutions. The role requires strong relationship-building skills and a deep understanding of financial markets.

What are the key skills and qualifications needed to thrive in the Fidelity Financial Advisor position, and why are they important?

To thrive as a Fidelity Financial Advisor, you need a solid understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is crucial for day-to-day operations. Strong interpersonal skills, active listening, and the ability to build trust are key soft skills that differentiate top advisors. These qualifications enable you to effectively guide clients toward their financial goals while upholding industry standards and fostering long-term client relationships.

What does a typical day look like for a Fidelity Financial Advisor?

A typical day for a Fidelity Financial Advisor involves meeting with clients to assess their financial goals, reviewing and updating portfolio strategies, and conducting market research to recommend suitable investment options. Advisors also spend time preparing detailed financial plans, following up on client inquiries, and staying current on regulatory and market developments. The role requires close collaboration with internal partners such as relationship managers, client service teams, and investment specialists to deliver comprehensive financial solutions. This collaborative and client-focused environment ensures advisors can provide personalized advice and maintain strong, ongoing client relationships.
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Fidelity Financial Advisor jobs near you
Infographic showing various Fidelity Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 99% Physical, and 1% Hybrid job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Manager - Global Financial Controls CoE

Fidelity Investments

Smithfield, RI • On-site

$80K - $153K/yr

Full-time

Medical, Retirement, PTO

Posted 18 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
Manager - Global Financial Controls Center of Excellence
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity's financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity's various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC's assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
  • Bachelor's Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
  • Five plus years of progressive experience with leading integrated financial audits
  • Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
  • Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
  • Strong understanding of general accounting concepts including financial statement risks, and controls
  • Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
  • Excellent verbal and written communication skills to present information to senior management
  • Strong project management skills, ability to manage competing priorities and workload
  • Proven track record of driving change within complex / matrixed corporate environments
  • Learning agility to quickly understand and connect key concepts
  • Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME

Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity's financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives.
The base salary range for this position is $80,000-$153,000 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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