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Full Time Fidelity Wealth Management Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

SCHEDULE: Full-time; Exempt StatusLOCATION: 1401 S Gilbert St, Iowa City, IA 52240BENEFITS: Our ... Administer various wealth management accounts including all types of IRAs, Individual Portfolios ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

SCHEDULE: Full-time; Exempt Status LOCATION: 1401 S Gilbert St, Iowa City, IA 52240 BENEFITS: Our ... Administer various wealth management accounts including all types of IRAs, Individual Portfolios ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

SCHEDULE: Full-time; Exempt Status LOCATION: 1401 S Gilbert St, Iowa City, IA 52240 BENEFITS: Our ... Administer various wealth management accounts including all types of IRAs, Individual Portfolios ...

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

As of Aug 19, 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

Investment Management Consultant II - Westlake, TX

Fidelity Investments

Westlake, TX • On-site

Full-time

Retirement

Re-posted 19 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 150 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services' voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
  • Hold appropriate state registrations
  • Professional designation (CFP) preferred
  • Minimum 7 years of financial relationship management experience
  • Bachelor's degree or equivalent experience
  • Deep understanding of managed account industry and Fidelity's managed offerings
  • Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
  • Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
  • Demonstrated success in strong needs-based consultative sales skills and client/book management skills
  • Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
  • Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
  • Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
  • Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
  • Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
  • Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
  • Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
  • Ability to engage clients in response to their needs while leveraging strong practice management skills

The Team
The Investment Management Consultant II is part of Fidelity's Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams - whether that's saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it's why we'll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.
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 66 - FINRA
Category:
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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