ZipRecruiter

Log In

Fidelity
Fidelity

17 Fidelity Retail Sales Jobs Hiring Near You

All JobsFidelity Retail Sales Jobs

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.

Does Fidelity Investments pay people when they’re sick?

Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 108 people who took the Breakroom Quiz between September 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.
91% of people say they have to use vacation days when they’re out sick.
Based on data from 103 people who took the Breakroom Quiz between September 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.

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 113 people who took the Breakroom Quiz between September 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.
  • 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.

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.

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.

How easy is it to get time off at Fidelity Investments?

Most people find it easy to get time off.
84% of people report it’s easy to get time off.
Based on data from 104 people who took the Breakroom Quiz between September 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.

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.

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 108 people who took the Breakroom Quiz between September 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.

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.

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 106 people who took the Breakroom Quiz between September 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 110 people who took the Breakroom Quiz between September 2025 and August 2026.

Is it stressful to work at Fidelity Investments?

Most people feel stressed here.
69% of people say they often feel stressed at work.
Based on data from 106 people who took the Breakroom Quiz between September 2025 and August 2026.

Do people at Fidelity Investments enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 96 people who took the Breakroom Quiz between September 2025 and August 2026.

Do people at Fidelity Investments recommend working with their team?

Only some people recommend working with their team.
39% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 114 people who took the Breakroom Quiz between September 2025 and August 2026.

Do people get enough training when they start at Fidelity Investments?

Most people got enough training when they started.
86% of people report they got enough training when they started working here.
Based on data from 111 people who took the Breakroom Quiz between September 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 100 people who took the Breakroom Quiz between September 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 89 people who took the Breakroom Quiz between September 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 102 people who took the Breakroom Quiz between September 2025 and August 2026.

What are the most popular jobs at Fidelity?

What are the most popular categories at Fidelity?

Infographic showing various Retail Sales job openings at Fidelity in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 97% Physical, and 3% Remote job distribution.

Workplace Managed Account Consultant - Regional Center Satellite (RCS TX, GA, & FL ONLY)

Fidelity Investments

Houston, TX • On-site

Full-time

Posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Workplace Managed Account Consultant
The Role
As a Workplace Managed Account Consultant in the Retail & Workplace Planning and Advice (RWPA) organization, you will engage with Workplace Investing participants to identify solutions that will help them in their journey to financial well-being. You will be engaging Fidelity Personalized Planning & Advice - Workplace (FPPA-W) participants through inbound and outbound telephone calls, as well as pre-scheduled appointments. You will help participants with deeper, more sophisticated retirement planning and service needs, ensuring participants appreciate the importance of Fidelity's goal-based management approach.
Using the Fidelity Relationship Model and practice management expertise, you will assess and address participants' needs by delivering in-depth planning and advice on complex financial topics. You will provide personalized guidance on FPPA-W personalization, distribution options, investment strategies, and retirement readiness, leveraging digital resources and support tools to help participants achieve their financial goals.
Candidates must have experience in Financial Services; experience in RWPA or Workplace Investing is desirable.
The Expertise and Skills you Bring
  • Bachelor's degree or equivalent work experience
  • FINRA Series 7 & 66 prior to hire
  • Financial Services experience required; RWPA or Workplace Investing experience preferred
  • Ability to effectively assist clients by integrating Fidelity's planning, guidance, and service technologies with sound financial planning expertise and a strong understanding of the regulatory responsibilities associated with the required licenses
  • Passion for engaging and helping participants create their path to financial well-being
  • Strong written, verbal, and interpersonal communication skills
  • Commitment to building trust and deepening client relationships
  • Experience with pre-scheduled appointments, practice management, operational integrity, and conducting effective and efficient planning appointments
  • Strong ability to apply personalized planning and investment solutions using Fidelity's advice tools to deliver seamless, end-to-end planning experiences
  • Explore current and future needs while establishing a working understanding of plan options and benefits
  • Ability to introduce a service model with resources that support the development of the overall Fidelity relationship based on the shifting needs of the participant
  • Provide personalized end-to-end planning and advice for FPPAW participants on topics such as retirement savings, saving for college, tax efficiency and debt pay off
  • Leverage Fidelity-based tools to integrate knowledge of savings and investment goals across workplace and retail accounts and deliver personalized solutions that address each participant's unique needs

The Team
Workplace Planning and Advice is comprised of 1300+ licensed planning and advice professionals within the broader RWPA. Our mission is to help participants develop their journey toward financial well-being. We do this through complete retirement planning and in-plan advice. These services are delivered by associates highly motivated to provide the best participant experience. Our Workplace Managed Account Consultants work with participants enrolled in Fidelity Personalized Planning & Advice - Workplace. They help participants understand Fidelity's goal-focused management by addressing personalization needs. They build stronger participant relationships through financial planning and offer support via a team-based relationship model.
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.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply