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How much do fidelity wealth management jobs pay per year?

As of Sep 14, 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 is a Fidelity Wealth Management?

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.

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 are the key skills and qualifications needed to thrive in Fidelity Wealth Management?

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.

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Fidelity Wealth Management jobs near you
Infographic showing various Fidelity Wealth Management job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Regional Planning Consultant - Chicago, IL Area

Schaumburg, IL

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

$95K - $186K/yr

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

Job description

Job Description:

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

The Role

As a Regional Planning Consultant, you provide mentorship and development support to Fidelity Wealth associates, helping them strengthen their capabilities and advance their careers.

In this role, you support advisor development by detailing coaching interactions within Salesforce Coaching App 2.0, enabling consistent tracking of progress and skill advancement. By reinforcing the Fidelity Relationship Model and Standards of Care, you help prepare advisory associates to become highly proficient and effective advisors.

You also provide financial planning expertise through joint client appointments, partnering with advisors to introduce and implement appropriate planning strategies and solutions. Through hands-on coaching, collaboration, and client-facing support, you help advisors improve their efficiency while delivering significant outcomes for clients.

The Expertise and Skills You Bring
  • Sales experience with validated knowledge of planning interactions
  • Expert level experience and understanding of financial/investment planning process and knowledge of strategies in areas of retirement planning, education funding, estate planning and insurance planning
  • Fidelity product knowledge/experience preferred
  • FINRA Series 7, 63/66 required and insurance licenses must be acquired within 6 months of hire
  • Bachelor's degree in business or finance preferred
  • CFP certification preferred
  • At least 25% travel in the field will be required
  • Planning skills and in-depth knowledge of financial product offerings
  • An unparalleled desire to mentor and impact others' results
  • Public speaking skills and confidence in front of an audience of any size
The Team

The Regional Planning Consultant plays a vital role in supporting professionals within Fidelity Wealth by reinforcing the principles of mentorship and personalized planning. You will affect associate development through focused coaching support in the key foundational areas including communication skills, planning concepts, practice management techniques and planning tools.

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 $95,000-186,000 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.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales Support

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