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What is the difference between Fidelity Investments vs Financial Advisor?

AspectFidelity InvestmentsFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP highly valued
Work EnvironmentCorporate setting, client service, investment managementClient-facing, personalized financial planning
Employer & IndustryFinancial services firms, investment companiesFinancial advisory firms, banks, independent practices

Fidelity Investments primarily operates as a large financial services company offering investment products and services, while a Financial Advisor provides personalized financial planning and advice. Both roles require similar licenses and certifications, but Fidelity roles are more corporate-focused, whereas Financial Advisors work directly with clients to develop tailored financial strategies.

What types of career advancement opportunities are available to employees at Fidelity Investments?

Fidelity Investments is known for supporting employee growth through a variety of professional development programs, mentorship opportunities, and internal mobility options. Team members often have access to ongoing training and certification programs to expand their skills, and many roles offer clear paths for progression into leadership or specialized positions. Additionally, Fidelity encourages cross-functional movement, allowing employees to explore new areas within the company and diversify their experience. This culture makes it possible for ambitious professionals to build long-term, rewarding careers within the organization.

What is Fidelity Investments?

Fidelity Investments is a multinational financial services corporation that offers a wide range of investment solutions, including brokerage services, retirement planning, wealth management, and mutual funds. Founded in 1946, Fidelity is one of the largest asset managers in the world, serving millions of individual investors, businesses, and institutions. Clients use Fidelity to trade stocks, bonds, ETFs, and other securities, as well as to access financial advice and planning tools. The company is known for its low-cost investment options and robust online platforms. Fidelity also offers employer-sponsored retirement plans and workplace benefits.

What are the key skills and qualifications needed to thrive as a financial advisor at Fidelity Investments?

To thrive as a Financial Advisor at Fidelity Investments, you need strong financial acumen, investment knowledge, and typically a bachelor's degree in finance or related field, along with FINRA Series 7 and 66 licenses. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Outstanding interpersonal skills, active listening, and the ability to build trust with clients are vital soft skills in this role. These competencies enable advisors to provide personalized guidance, foster long-term client relationships, and drive successful investment outcomes.
What cities are hiring for Fidelity Investments jobs? Cities with the most Fidelity Investments job openings:
What are the most commonly searched types of Fidelity Investments jobs? The most popular types of Fidelity Investments jobs are:
What states have the most Fidelity Investments jobs? States with the most job openings for Fidelity Investments jobs include:
Infographic showing various Fidelity Investments job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Fidelity Talent Program

Fidelity Investments

Jersey City, NJ • On-site

$107K/yr

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Congratulations!
You have been identified as critical talent that would add value to the future of Fidelity Investments.
Fidelity is a place where careers can help you change lives and offers benefits that change yours. We are thrilled to help you explore career opportunities.
Once you complete your profile, the Talent Acquisition team will partner with hiring managers and leaders to help you find your Fidelity.
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.
The base salary range for this position is $107,000-216,000 USD 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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