Are you ready to use your life experience to make a bigger impact?
Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.
Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
Structured study sessions working to obtain your Series 7 & Series 66 licenses
Whether you’re new to the industry or returning to a career in financial services, you’ll receive
Customized coaching and development for a career in financial planning
Generous, predictable compensation throughout the program
Starting over or starting again - let us support you.
Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
The Experience We’re Looking For
5 or more years of successful sales experience in another industry
Keen ability to present complex solutions or products to a sophisticated client base
Degree and/or other professional certifications highly preferred, but not required
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
The Skills You Bring
Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
You are comfortable working in an energetic sales environment
Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
Motivated by results, you take initiative and exceed expectations
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Continue to make a positive impact on your community while honing your professional skills and experience
How Your Work Impacts the Organization
Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!
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.
Skills Required
- 5 or more years of successful sales experience in another industry
- Degree and/or other professional certifications highly preferred, but not required
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
