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Internship Fidelity Financial Advisor Jobs (NOW HIRING)

DTS FINANCIAL ADVISORS, LLC

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Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

Prior financial advising or tax experience is not required --we are willing to train the right ... Internship or coursework in finance, accounting, or business. * Customer service, sales, banking ...

Soteria Reinsurance Ltd.

WI · On-site

... advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of ... related financial activities and the rules and regulations of numerous self-regulatory ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

You know how to build a financial plan, catch the details that matter, and talk to clients in a way ... Background at Fidelity, Vanguard, or a similar firm where you learned the business well

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site

$96K - $110K/yr

You know how to build a financial plan, catch the details that matter, and talk to clients in a way ... Background at Fidelity, Vanguard, or a similar firm where you learned the business well

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site

$96K - $110K/yr

You know how to build a financial plan, catch the details that matter, and talk to clients in a way ... Background at Fidelity, Vanguard, or a similar firm where you learned the business well

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Internship Fidelity Financial Advisor information

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$36K

$102.1K

$144K

How much do internship fidelity financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for internship fidelity financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Internship Fidelity Financial Advisor vs Financial Advisor?

AspectInternship Fidelity Financial AdvisorFinancial Advisor
CredentialsTypically pursuing or holding relevant licenses (e.g., Series 7, 66)Licensed professionals with required certifications
Work EnvironmentInternship programs, training-focused, entry-levelFull-time, client-facing, advisory roles
Employer & IndustryFidelity Investments, financial servicesVarious firms, financial planning and investment management

The Internship Fidelity Financial Advisor is an entry-level program designed for individuals gaining experience and certifications, often as a stepping stone. A Financial Advisor is a licensed professional providing ongoing financial planning and investment advice. The internship offers training and exposure, while the financial advisor role involves client management and advisory responsibilities.

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Internship Fidelity Financial Advisor jobs near you
Infographic showing various Internship Fidelity Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

2027 Undergraduate - Investment Sales Development Program

Smithfield, RI • On-site

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

Full-time

Re-posted 4 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


Investment Sales Development Program
Note: Fidelity will not provide immigration sponsorship for this position
Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.
You will begin your journey as an Investment Sales Associate (ISA) where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12-18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We're Looking For
  • Bachelor's degree
  • Commitment to growing your technical knowledge of the financial industry
  • Passion for capital markets and investment products
  • Aptitude and dedication for continuous learning and self-improvement
  • Team player, confident, and self-motivated
  • Excellent communicator, excited to engage clients
  • Appreciate the challenge of working in a goal and results-oriented environment

The Purpose of Your Role
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients' financial goals.
Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:
  • Capital Markets and Investment Product Knowledge
  • Sales Process and Territory Management
  • Consultative Presentation Capabilities
  • Financial Advisor and Intermediary Segment Landscape

The Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.
The three phases within the ISDP include:
1) Licensing & Training - Master the essentials and support financial advisor investment product inquiries.
2) Client Engagement - Initiate new client relationships and uncover sales opportunities.
3) Territory Ownership - Collaborate with an external sales partner to drive investment product sales.
Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.
The Skills You Bring
  • Strong communication skills
  • Curiosity, a learner mindset, and the drive to develop an extensive skill set
  • Ability to develop technical depth in financial markets and investment products
  • Contributing member of a competitive, collaborative, and energized team
  • Organized, with ability to multitask, prioritize, and adjust to change
  • Proven capability to be proactive and demonstrate initiative
  • Receptive to feedback and coaching
  • Thrive in a team-based sales environment
  • Take initiative and strive to exceed expectations

The Value You Deliver
  • You provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve financial independence
  • You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
  • Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, and support our culture of inclusivity

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:
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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