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Fidelity Wealth Management information

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$61K

$95.6K

$156.5K

How much do fidelity wealth management jobs pay per year?

As of Aug 3, 2026, the average yearly pay for fidelity wealth management in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What does a typical day look like for someone working in Fidelity Wealth Management?

A typical day in Fidelity Wealth Management involves meeting with clients to assess their financial goals, developing personalized investment strategies, and monitoring the performance of client portfolios. You’ll spend time conducting market research, preparing reports, and collaborating with internal specialists such as tax advisors and product experts to offer comprehensive solutions. The role also includes ongoing client communication, addressing account inquiries, and staying updated on market trends. This variety ensures each day is dynamic and provides ample opportunities for learning and professional growth within a team-oriented environment.

What is salary grade 5 at Fidelity Investments?

Salary grade 5 at Fidelity Wealth Management typically corresponds to mid-level roles that require relevant experience and skills, often involving client interaction, financial analysis, or advisory responsibilities. Compensation varies based on location, experience, and specific role requirements, but grade 5 generally indicates a professional level with increased responsibilities compared to entry-level positions.

What is the highest paying job at Fidelity?

At Fidelity Wealth Management, executive roles such as Chief Investment Officer or Senior Vice President tend to be among the highest paying positions, often earning six-figure salaries plus bonuses. These roles typically require extensive experience, advanced certifications, and leadership responsibilities within the firm.

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

To thrive in Fidelity Wealth Management, strong knowledge of investment strategies, financial planning, and client relationship management is essential, often backed by a relevant degree and licenses such as Series 7 and 66. Familiarity with portfolio management software, CRM systems, and financial analysis tools is typically required. Outstanding interpersonal skills, active listening, and the ability to build trust help professionals excel in this role. These skills and qualities are vital for providing tailored financial solutions, maintaining high client satisfaction, and driving long-term business growth.

How much does a wealth manager at Fidelity make?

A wealth manager at Fidelity typically earns a base salary ranging from $70,000 to $120,000 annually, with total compensation including bonuses often reaching $150,000 or more. Compensation varies based on experience, client portfolio size, and performance metrics.

How hard is it to get hired at Fidelity?

Getting hired at Fidelity Wealth Management can be competitive, as the company seeks candidates with relevant financial experience, strong communication skills, and relevant certifications such as the Series 7 or Series 63. The hiring process typically involves multiple interviews, assessments, and background checks, and candidates often need to demonstrate knowledge of financial products and client service skills.

What is a Fidelity Wealth Management job?

A Fidelity Wealth Management job typically involves helping clients manage their investments and financial planning needs. Professionals in this role provide personalized advice, portfolio management, and retirement planning services. They work closely with clients to understand their financial goals, risk tolerance, and investment strategies. The role may require financial certifications, strong interpersonal skills, and the ability to analyze market trends. Fidelity Wealth Management professionals aim to build long-term relationships and help clients achieve financial success.

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What cities are hiring for Fidelity Wealth Management jobs? Cities with the most Fidelity Wealth Management job openings:
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Fidelity Wealth Management jobs near you
Infographic showing various Fidelity Wealth Management job openings in the United States as of July 2026, with employment types broken down into 8% Locum Tenens, 1% As Needed, 78% Full Time, 12% Part Time, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Wealth Advisor, Managing Director

BakerAvenue Wealth Management

Manhattan, NY

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion.


The Role:

We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.


The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role.


This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis.


Responsibilities:

  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio.
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
  • Prepare customized proposals for clients and prospective clients
  • Assists in the development of complex and highly customized financial portfolios
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations
  • Develop asset allocations to meet clients' risk profile and time horizon
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
  • Co-manage and provide leadership within the team
  • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients
  • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)
  • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory
  • Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualifications:

  • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
  • Demonstrated business development track record
  • CFP required. Other credentials a plus
  • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
  • Very strong knowledge of finance and capital markets required
  • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
  • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
  • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career
  • Strong abilities to multi-task, manage various client requests and effectively prioritize
  • Unquestioned commitment to integrity in personal and professional activities
  • Demonstrated ability to work effectively in a team environment
  • Confidence to work directly with senior leaders and high-net worth clients

Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance - $75 monthly
  • Bereavement leave - 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave - up to 100% of salary for 12 weeks
  • Donation match - up to $500 annually
  • Birthday PTO
  • Learning and Development stipend - up to $1000 annually
  • Volunteer PTO - 1 day per quarter
  • Monthly cell phone allowance - $75 monthly


BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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