ZipRecruiter

Log In

2

Full Time Fidelity Wealth Management Jobs (NOW HIRING)

Vista Wealth Solutions

Wealth Management Advisor

New Castle, DE · Remote

$80K - $280K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS | DELAWARE, PA | FULL TIME | HYBRID Why Join Us? If you've built a strong book of business and are looking for a better home for your practice, we ...

Vista Wealth Solutions

Wealth Management Advisor

New Castle, DE · On-site

$80K - $280K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS | DELAWARE, PA | FULL TIME | HYBRID Why Join Us? If you've built a strong book of business and are looking for a better home for your practice, we ...

previous pagenext page

Showing results 21-40

All Jobsfull time JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsFull Time Fidelity Wealth Management Jobs

Full Time Fidelity Wealth Management information

See salary details

$61K

$95.6K

$156.5K

How much do full time fidelity wealth management jobs pay per year?

As of Aug 20, 2026, the average yearly pay for full time 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 full time Fidelity Wealth Management?

Full Time Fidelity Wealth Management refers to a career at Fidelity Investments focused on providing comprehensive financial planning and investment management services to clients. Professionals in this role help clients create personalized strategies for retirement, savings, estate planning, and wealth growth. They work closely with clients to understand their financial goals and offer tailored advice, leveraging Fidelity's wide range of investment products and resources. This position typically requires strong interpersonal skills, financial expertise, and relevant certifications like the Series 7 and 66 licenses.

What are the key skills and qualifications needed to thrive as a full time Fidelity Wealth Management professional?

To thrive in Full Time Fidelity Wealth Management, a strong background in finance, investment strategies, and financial planning, often validated by a bachelor's degree and relevant licenses such as a Series 7 and 66, is essential. Familiarity with portfolio management tools, CRM platforms, and financial analysis software is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust with clients set top performers apart. These skills and qualifications are crucial for delivering tailored financial advice, managing client relationships, and achieving long-term client satisfaction and retention.

What can I expect in terms of team collaboration and client interaction as a full time Fidelity Wealth Management professional?

As a Full Time Fidelity Wealth Management professional, you will work closely with a team of financial advisors, client relationship managers, and investment specialists to provide comprehensive financial planning services. Collaboration is integral, as you'll coordinate with colleagues to analyze client portfolios, develop tailored investment strategies, and ensure high-quality service. Regular client interaction is a key part of the role—this includes conducting portfolio reviews, addressing client inquiries, and proactively reaching out to discuss market changes or new opportunities. This dynamic environment fosters both teamwork and direct client engagement, enhancing your professional growth.

What is the difference between Full Time Fidelity Wealth Management vs Financial Advisor?

AspectFull Time Fidelity Wealth ManagementFinancial Advisor
CertificationsSeries 7, 66, CFP (preferred)Series 7, 66, CFP (preferred)
Work EnvironmentFidelity offices, client meetings, financial planningIndependent or firm-based, client meetings, financial planning
Employer & Industry UsageFidelity Investments, financial services industryVarious firms, financial services industry

Full Time Fidelity Wealth Management professionals typically work within Fidelity's corporate environment, focusing on client financial planning and investment management. Financial Advisors may work independently or for different firms, offering similar services. Both roles require similar certifications and serve clients in the financial services industry, but the employment setting and company affiliation differ.

What cities are hiring for Full Time Fidelity Wealth Management jobs?

Cities with the most Full Time Fidelity Wealth Management job openings:

What are the most commonly searched types of Fidelity Wealth Management jobs?

The most popular types of Fidelity Wealth Management jobs are:

What states have the most Full Time Fidelity Wealth Management jobs?

States with the most job openings for Full Time Fidelity Wealth Management jobs include:

Full Time Fidelity Wealth Management jobs near you

VP, Wealth Management Advisor - Los Angeles, CA

Fidelity Investments

Los Angeles, CA • On-site

$96K - $210K/yr

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies. These plans focus on future goals and cash flow needs through sound and efficient savings, investment, and tax strategies. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
  • A sound understanding of the Broker/Dealer and RIA marketplace
  • Bachelor's Degree required
  • Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
  • Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products, paired with strong communication skills and executive presence
  • Extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
  • An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results

The Team
Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working as a dedicated team of specialists, Private Wealth Management takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. Through deep client relationships, the team delivers comprehensive wealth management solutions tailored to evolving financial needs. Responsibilities include developing investment strategies, conducting ongoing portfolio reviews, and aligning financial plans with retirement, tax, estate, and wealth preservation objectives. In partnership with financial planning, investment, and service professionals, Private Wealth Management delivers an integrated client experience while fostering long-term relationships and driving business growth.
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 $96,000-$210,000 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:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Sales

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply