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What are the key skills and qualifications needed to thrive as a Fidelity Analyst, and why are they important?

To thrive as a Fidelity Analyst, you need strong analytical abilities, attention to detail, and a solid understanding of finance or investment principles, often backed by a degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA or Series 7 are typically advantageous. Excellent communication, problem-solving, and client service skills help build trust and effectively address client needs. These capabilities are critical for ensuring accurate investment analysis, regulatory compliance, and successful client outcomes in financial services.

What are some common challenges faced by Fidelity Analysts when working with sensitive financial data?

Fidelity Analysts often handle sensitive client and transactional data, making data security and accuracy top priorities. Common challenges include ensuring compliance with strict regulatory standards, managing large volumes of confidential information, and maintaining up-to-date knowledge of evolving security protocols. Collaborating closely with compliance officers, IT security teams, and other analysts is essential to effectively mitigate risks and ensure data integrity. Staying organized and detail-oriented helps Fidelity Analysts meet these challenges while supporting the company’s commitment to client trust.

What is an entry-level job at Fidelity?

An entry-level job at Fidelity typically includes roles such as client service associate, operations associate, or financial representative. These positions usually require minimal prior experience, focus on customer service or administrative tasks, and often provide on-the-job training and opportunities for advancement.

What is the starting salary for Fidelity?

The starting salary for a Fidelity employee varies depending on the role, location, and experience level. Entry-level positions typically start around $50,000 to $60,000 annually, with additional benefits and potential bonuses. Salaries may increase with skills, certifications, and performance.

What is the highest paying position at Fidelity?

At Fidelity, the highest paying positions are typically executive roles such as Chief Executive Officer (CEO), Chief Financial Officer (CFO), and other C-suite executives. These roles often have compensation packages that include base salary, bonuses, and stock options, reflecting their leadership responsibilities and experience levels.

What are Fidelity jobs?

Fidelity jobs refer to positions offered by Fidelity Investments, a multinational financial services corporation. These roles span a variety of areas including financial advising, customer service, technology, investment management, and operations. Employees at Fidelity typically help clients with investment choices, retirement planning, and managing financial portfolios. The company is known for offering comprehensive training, growth opportunities, and a strong benefits package. Working at Fidelity can be a good fit for those interested in finance, technology, and customer service.

Is it hard to get hired at Fidelity?

Getting hired at Fidelity can be competitive, as the company seeks candidates with relevant skills, experience, and certifications such as FINRA licenses for certain roles. The hiring process typically involves multiple interviews and assessments to evaluate technical knowledge and cultural fit. Strong communication skills and a good understanding of financial services can improve chances of success.
What are the most commonly searched types of Fidelity jobs in Michigan? The most popular types of Fidelity jobs in Michigan are:
What are popular job titles related to Fidelity jobs in Michigan? For Fidelity jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Fidelity jobs in Michigan look for? The top searched job categories for Fidelity jobs in Michigan are:
What cities in Michigan are hiring for Fidelity jobs? Cities in Michigan with the most Fidelity job openings:
Fidelity jobs near you
Infographic showing various Fidelity job openings in Michigan as of July 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution.

Investment Consultant - Farmington Hills, MI

Fidelity Investments

Farmington Hills, MI

Full-time

Re-posted 12 hours ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 270 frontline employees who took The Breakroom Quiz

15th of 150 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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