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$22K

$97.1K

$213.5K

How much do fidelity investment jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fidelity investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a Fidelity Investment?

A Fidelity Investment job refers to a role within Fidelity Investments, a financial services company specializing in investment management, retirement planning, brokerage services, and wealth management. Employees work in various positions, including financial advisors, customer service representatives, analysts, and technology specialists. These roles support clients in managing their investments, financial planning, and navigating the markets. Fidelity offers career opportunities with competitive benefits and professional development programs.

What does a typical career path look like for someone working at Fidelity Investments?

At Fidelity Investments, professionals often start in entry-level roles such as investment representative or financial consultant, where they develop foundational skills in client management and financial products. With experience and performance, employees can advance to senior consultant, portfolio manager, or even leadership positions in specialized areas like wealth management or institutional investing. Fidelity places a strong emphasis on professional growth, offering internal training and opportunities for industry certifications. The company's collaborative environment and structured mentoring programs help employees navigate their career progression and take on greater responsibilities over time.

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

To excel at Fidelity Investments, professionals generally need a strong background in finance, investment analysis, and client relationship management, typically evidenced by a relevant degree or industry certifications such as the Series 7 or CFA. Experience with financial planning software, CRMs, and Bloomberg terminals is often required in day-to-day tasks. Effective communication, integrity, and a results-driven mindset are highly valued soft skills within this environment. These competencies are vital to providing sound investment advice, fostering client trust, and achieving organizational goals in a competitive financial sector.

What are entry level positions at Fidelity Investment?

Entry-level positions at Fidelity Investments include roles such as Customer Service Associate, Operations Associate, and Financial Representative. These roles typically require strong communication skills, basic financial knowledge, and may offer training programs for new employees.
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Fidelity Investment jobs near you
Infographic showing various Fidelity Investment job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Consultant - Chesterfield, MO

Fidelity Investments

Chesterfield, MO • On-site

Full-time

Posted 3 days ago

New

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
  • Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
  • Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
  • Interpersonal skills and ability to grow relationships are exemplary
  • Will take initiative and exceed expectations
  • Outstanding communication and consultative skills, and thrives in a fast-paced work environment
The Team

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 built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

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 63 - FINRA, Series 65 - 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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