Fidelity Investments - Consulting

Join Fidelity as a Planning Consultant in Burlingame, CA, delivering personalized financial consultations and building lasting client relationships. Requires Series 7 & 66, insurance license, and 2+ years of financial services experience. CFP encouraged.

Lead workforce rewards strategy at Fidelity Workplace Consulting as SVP. Requires 15+ years of compensation advisory experience with global clients, strong business development skills, and an MBA preferred. US-based role.

Join Fidelity as a Planning Consultant on the Upper East Side, NY, delivering world-class financial planning and deepening client relationships. Requires Series 7 & 63, with CFP encouraged.

As a Planning Consultant at Fidelity in Grand Rapids, you will build lifetime client relationships through world-class financial guidance. Leverage your Series 7 & 66 licenses to uncover planning opportunities, consolidate assets, and drive referrals. This role offers a stable base salary plus st...