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Fidelity Financial Advisor Jobs (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/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 ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site

$96K - $110K/yr

  • Medical

  • PTO

You know how to build a financial plan, catch the details that matter, and talk to clients in a way ... Background at Fidelity, Vanguard, or a similar firm where you learned the business well

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

  • Medical

  • PTO

You know how to build a financial plan, catch the details that matter, and talk to clients in a way ... Background at Fidelity, Vanguard, or a similar firm where you learned the business well

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site

$96K - $110K/yr

  • Medical

  • PTO

You know how to build a financial plan, catch the details that matter, and talk to clients in a way ... Background at Fidelity, Vanguard, or a similar firm where you learned the business well

Waverly Advisors, LLC

Associate Wealth Advisor

Lafayette, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience working with financial custodians such as Schwab, TradePMR, or Fidelity. Schwab ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive ...

Waverly Advisors, LLC

Associate Wealth Advisor

Lafayette, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience working with financial custodians such as Schwab, TradePMR, or Fidelity. Schwab ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive ...

Fidelity Investments

Fidelity Talent Program

Jersey City, NJ · On-site

$107K/yr

  • Medical

  • Retirement

  • PTO

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange ... related financial activities and the rules and regulations of numerous self-regulatory ...

Truist

Brokerage Sales Manager

Dallas, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Fidelity, etc. to help analyze Financial Advisor books of business and find efficiencies and growth opportunities. 4. Support the Regional Directors in identifying Financial Advisor/Consultant team ...

Truist

Brokerage Sales Manager

Alpharetta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Fidelity, etc. to help analyze Financial Advisor books of business and find efficiencies and growth opportunities. 4. Support the Regional Directors in identifying Financial Advisor/Consultant team ...

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Fidelity Financial Advisor information

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$36K

$102.1K

$144K

How much do fidelity financial advisor jobs pay per year?

As of Aug 19, 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?

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 does a Fidelity Financial Advisor do?

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.

What skills and qualifications are needed to thrive as a Fidelity Financial Advisor?

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.

Does Fidelity employ financial advisors?

Yes, Fidelity employs financial advisors who provide investment guidance, financial planning, and wealth management services to clients. These advisors typically hold relevant certifications such as the Series 7 and Series 66 licenses and work in a client-facing environment. They may work full-time, part-time, or in a remote capacity depending on the role.

Is being a Fidelity Financial Advisor a good job?

Fidelity Financial Advisor is a professional role that involves providing investment advice and financial planning services to clients, often requiring certifications such as the Series 7 and Series 66. The job typically offers competitive compensation, performance-based bonuses, and opportunities for career advancement, but also involves meeting sales targets and maintaining client relationships. Overall, it can be a rewarding career for those with strong interpersonal skills and financial knowledge.
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Fidelity Financial Advisor jobs near you
Infographic showing various Fidelity Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Manager - Global Financial Controls CoE

Fidelity Investments

Westlake, TX • On-site

Full-time

Re-posted 7 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 150 rated financial services

Job description


Note: Fidelity is not providing immigration sponsorship for this position
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

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.
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:
Audit
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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