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Fidelity Financial Consultant Program Jobs (NOW HIRING)

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Fidelity Financial Consultant Program information

See salary details

$45.5K

$103.9K

$174K

How much do fidelity financial consultant program jobs pay per year?

As of Jun 9, 2026, the average yearly pay for fidelity financial consultant program in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Fidelity Financial Consultant Program participant, and why are they important?

To excel in the Fidelity Financial Consultant Program, you need a solid foundation in finance, investment principles, and client relationship management, typically backed by a bachelor's degree in business or finance. Familiarity with financial planning software, CRM systems, and obtaining relevant licenses such as Series 7 and 66/63 are commonly required. Exceptional interpersonal communication, active listening, and problem-solving abilities help participants stand out in client interactions. These skills ensure consultants can build trust, deliver tailored financial solutions, and drive client satisfaction in a competitive financial services environment.

What are some common challenges new associates face during the Fidelity Financial Consultant Program, and how are they supported through them?

New associates in the Fidelity Financial Consultant Program often encounter challenges such as adapting to a fast-paced environment, learning a wide array of financial products, and quickly building client relationship skills. Fidelity provides comprehensive training, mentorship from experienced consultants, and ongoing support to help associates overcome these hurdles. Collaborative team structures and regular feedback sessions further enable new hires to grow their expertise and confidence, ensuring they are well-prepared for a successful career in financial consulting.

What is the difference between Fidelity Financial Consultant Program vs Fidelity Financial Advisor?

AspectFidelity Financial Consultant ProgramFidelity Financial Advisor
CertificationsSeries 7, 63/66, CFP (preferred)Series 7, 63/66, CFP (preferred)
Work EnvironmentTraining program for new advisors, office-based, client-facingClient-facing, independent or team-based advisory roles
Employer & Industry UsageFidelity Investments, financial services industryFidelity Investments, financial advisory services

The Fidelity Financial Consultant Program is a structured training pathway for individuals starting their careers in financial advising at Fidelity. It focuses on developing foundational skills and certifications. Fidelity Financial Advisors are experienced professionals providing personalized financial planning and investment advice to clients. While both roles require similar certifications and work within Fidelity's environment, the program is more of a training and onboarding phase, whereas the advisor role involves direct client management and advisory responsibilities.

What is the Fidelity Financial Consultant Program?

The Fidelity Financial Consultant Program is a career development program at Fidelity Investments designed to train and prepare individuals for a successful career as a financial consultant. Participants receive comprehensive training in financial planning, investment strategies, and client relationship management. The program combines classroom instruction, mentorship, and hands-on experience to help individuals build the skills needed to provide personalized financial advice to clients. Graduates typically advance to roles as financial consultants within Fidelity, helping clients achieve their financial goals.
What cities are hiring for Fidelity Financial Consultant Program jobs? Cities with the most Fidelity Financial Consultant Program job openings:
What are the most commonly searched types of Fidelity Financial Consultant Program jobs? The most popular types of Fidelity Financial Consultant Program jobs are:
What states have the most Fidelity Financial Consultant Program jobs? States with the most job openings for Fidelity Financial Consultant Program jobs include:

Financial Consultant 1 - Peoria, AZ

Fidelity Investments

Peoria, AZ • On-site

Full-time

Posted 20 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:

Are you ready to use your life experience to make a bigger impact?

Is it time to explore new challenges and acquire new skills? If you're considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.

  • Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
  • Structured study sessions working to obtain your Series 7 & Series 66 licenses

Whether you're new to the industry or returning to a career in financial services, you'll receive

  • Customized coaching and development for a career in financial planning
  • Generous, predictable compensation throughout the program

Starting over or starting again - let us support you.

Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Experience We're Looking For

  • 5 or more years of successful sales experience in another industry
  • Keen ability to present complex solutions or products to a sophisticated client base
  • Degree and/or other professional certifications highly preferred, but not required

The Skills You Bring

  • Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
  • You are comfortable working in an energetic sales environment
  • Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
  • Motivated by results, you take initiative and exceed expectations

The Value You Deliver

  • Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • Continue to make a positive impact on your community while honing your professional skills and experience

How Your Work Impacts the Organization

Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. At Fidelity, you'll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You'll be making a difference while moving your career in an exciting new direction!

Certifications:Series 07 - FINRACategory:Sales

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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