FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its ...
62 Fidelity Relationship Manager Jobs Hiring Near You
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its ...
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its ...
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its ...
Fidelity Jobs Information
Do workers at Fidelity Investments get paid breaks?
Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.
Does Fidelity Investments pay people when they’re sick?
Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
At Fidelity Investments, are sick days and vacation days separate paid time off?
Sick days and vacation days are used from the same paid time off.
88% of people say they have to use vacation days when they’re out sick.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
88% of people say they have to use vacation days when they’re out sick.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
Is the health insurance from Fidelity Investments affordable enough for their workers?
Most people say the health insurance costs are okay.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get paid time off at Fidelity Investments?
Most people get paid time off work.
98% of people say they get paid time off.
Based on data from 121 people who took the Breakroom Quiz between August 2025 and August 2026.
98% of people say they get paid time off.
Based on data from 121 people who took the Breakroom Quiz between August 2025 and August 2026.
How far ahead of time do people find out their work schedule?
Only some people find out their schedule four weeks ahead of time.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.
- 15% of people with changing schedules find out their shifts one week or less ahead of time.
- 15% of people with changing schedules find out their shifts two weeks ahead of time.
- 12% of people with changing schedules find out their shifts three weeks ahead of time.
- 59% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.
Do workers at Fidelity Investments worry about hours?
Most people don’t worry about getting enough hours.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.
Do Fidelity Investments workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it for Fidelity Investments workers to change shifts?
Some people find it hard to change shifts.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it to get time off at Fidelity Investments?
Most people find it easy to get time off.
85% of people report it’s easy to get time off.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
85% of people report it’s easy to get time off.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
Do Fidelity Investments managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.
Do jobs at Fidelity Investments spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it to take sick days at Fidelity Investments?
Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
Is a Fidelity Investments job good for students?
Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.
Is working at Fidelity Investments good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.
Do people at Fidelity Investments feel treated with respect by their managers?
Most people feel treated with respect by their managers.
90% of people say they’re treated with respect by their managers.
Based on data from 114 people who took the Breakroom Quiz between August 2025 and August 2026.
90% of people say they’re treated with respect by their managers.
Based on data from 114 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people at Fidelity Investments get to take their breaks without interruption?
Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
99% of people report that they get to take their breaks without interruption.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
Is it stressful to work at Fidelity Investments?
Most people feel stressed out here.
69% of people say they often feel stressed out at work.
Based on data from 112 people who took the Breakroom Quiz between August 2025 and August 2026.
69% of people say they often feel stressed out at work.
Based on data from 112 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people at Fidelity Investments enjoy their jobs?
Most people enjoy their job.
71% of people report they enjoy their job.
Based on data from 103 people who took the Breakroom Quiz between August 2025 and August 2026.
71% of people report they enjoy their job.
Based on data from 103 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people at Fidelity Investments recommend working with their team?
Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 122 people who took the Breakroom Quiz between August 2025 and August 2026.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 122 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get enough training when they start at Fidelity Investments?
Most people got enough training when they started.
85% of people report they got enough training when they started working here.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
85% of people report they got enough training when they started working here.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get support to advance at Fidelity Investments?
Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 108 people who took the Breakroom Quiz between August 2025 and August 2026.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 108 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people think Fidelity Investments’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 96 people who took the Breakroom Quiz between August 2025 and August 2026.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 96 people who took the Breakroom Quiz between August 2025 and August 2026.
Do workers feel well informed about how Fidelity Investments is doing?
Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 109 people who took the Breakroom Quiz between August 2025 and August 2026.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 109 people who took the Breakroom Quiz between August 2025 and August 2026.
What other companies are hiring for Relationship Manager jobs?
What are the most popular jobs at Fidelity?
What are the most popular categories at Fidelity?
Full-time
Medical, Life, Retirement
Re-posted 12 hours ago
Fidelity Investments rating
8.7
Based on 272 frontline employees who took The Breakroom Quiz
16th of 150 rated financial services
Job description
Financial Planning Consultant
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Covington, KY Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity's full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We're Looking For
- FINRA Series 7 required
- FINRA Series 63 and 65 or Series 66 licensed
- Insurance license within 90 days of hire
- Certified Financial Planner (CFP) preferred
- Minimum of 5 years of previous financial services experience; managed solutions experience preferred
- Planning and Advice mindset with a solid understanding of Fidelity's offerings
- Ability to deliver high-quality IQ and EQ client experience through FRM mastery
- Proven practice management skills that drive scalable, high-impact business results
The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer.
The Skills You Bring
- Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
- Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
- Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
- Comfort operating within a team-based service model while managing time, workflow, and follow-through
- Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
- Ownership of end-to-end advice experience, from preparation through implementation
- Adaptability and willingness to continuously learn as client needs evolve
- Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client
- Fidelity is not providing immigration sponsorship for this position.
The Value You Deliver
- Lead thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs
- Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
- Anticipate future needs and adapt advice as clients' goals and life stages change
- Introduce and position the right service model and resources to deepen the overall Fidelity relationship
- Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity's suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience - from discovery through implementation and ongoing progress - helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement - ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity's greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
- Click here for a story about how we are helping our employee's payback their student loan debt
We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
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:
Certified Financial Planner (CFP) - Issuing Authority, Life and Health Agent - Issuing Authority, 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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