Financial Consultant
About the job
- Proven success in building relationships, uncovering needs, and recommending solutions.
- FINRA Series 7 and Series 66 licenses, or the ability to acquire Series 66 upon hire.
- An insurance license is required.
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- A degree or equivalent experience and/or other professional certifications are helpful; a CFP or degree is not required.
- Ability to introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
- Commitment to delivering an outstanding customer experience and helping others thrive.
- Motivation by results, initiative in finding solutions, and exceeding customer expectations.
- Extensive knowledge of investment solutions.
- Engage face-to-face with clients in an Investor Center.
- Provide clients with mentorship and personalized planning.
- Nurture relationships with an existing client base.
- Help expand the reach of the firm's brand.
- A degree or equivalent experience and/or other professional certifications are helpful.
- A CFP designation is helpful.
About the company
Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.
Company Size
10,001+
Company Stage
Debt Financing
Total Funding
$247.3B
Headquarters
Boston, Massachusetts
Founded
1946
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Simplify's Take
What believers are saying
- Growth supports business investment: March 2026 reporting showed Fidelity's 2025 revenue rose 15% to $37.7 billion.
- Eligible US employees build retirement savings: Fidelity combines a 401(k) match with annual profit sharing.
- Investment teams gained product scope: Fidelity launched four active small and midcap ETFs in April 2026.
What critics are saying
- Technology careers face restructuring: Fidelity cut about 800 jobs in its technology and product overhaul in May 2026.
- Boston staff face less flexibility: April 2026's policy sets five office days from September, with phone-support exemptions.
- Custody teams face irreversible errors: Fidelity's bitcoin fund warns lost private keys without backups permanently strand assets.
What makes Fidelity Investments unique
- Public shareholders do not set Fidelity's agenda: the investment group remains privately held.
- Fidelity competes on fund costs: its four ZERO index mutual funds charge no expense ratio.
- Platform scale supports large projects: Fidelity reported $18 trillion under administration for year-end 2025 in March 2026.
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Benefits
- Health Insurance
- Mental Health Support
- Hybrid Work Options
- 401(k) Retirement Plan
- 401(k) Company Match
- Unlimited Paid Time Off
- Parental Leave
- Student Loan Assistance
- Tuition Reimbursement