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Fidelity Financial Consultant Program information

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$45.5K

$103.9K

$174K

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

As of Aug 22, 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 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 are some common challenges new associates face during the Fidelity Financial Consultant Program, and how are they supported?

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 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 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 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:

Fidelity Financial Consultant Program jobs near you

Financial Consultant - Cleveland East, OH

Fidelity Investments Inc.

Orange, OH • On-site

$65 - $95/hr

Other

Posted 10 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

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We’re Looking For

  • Previous success in building relationships, uncovering needs and recommending solutions

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

  • Being coachable, collaborative, and curious are your "go to" attributes

  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive

  • Motivated by results and finding solutions, you take initiative and exceed customer expectations

  • Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Supporting our clients 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

  • You have a steadfast commitment to your clients while making a positive impact in the community

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:Series 07 - FINRA, Series 66 - 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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