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  5. Financial Consultant
Fidelity Investments logo

Financial Consultant

Not Disclosed•Full-TimeOn-site

location_on111-67, 41st Avenue, Corona, Queens, Queens County, New York, 11368, United States

Apply Now

About the Role

If you prefer deepening relationships and creating complex financial plans over sourcing new clients, this role offers the perfect environment. As a Financial Consultant within Fidelity's Investor Center, you will engage face-to-face with customers to offer guidance and personalized planning. You will leverage an existing client base and institutional feeders of business, supported by an open architecture product platform and top-tier industry resources.

The position is designed for those who want to extend the reach of the firm's brand while nurturing long-term client success. You will serve as a trusted advisor, helping clients reach their retirement goals and providing comprehensive investment solutions that meet their current and future needs.

Our Commitment to Your Growth

Fidelity empowers professional growth, flexibility, and support to enable long-term success for both you and our clients. We believe in approaching life holistically and investing in our people. To ensure you succeed, we provide comprehensive training in-branch, regionally, nationally, and virtually. You will not fail due to a lack of training or onboarding.

We also offer a Tuition Reimbursement program to help you obtain a degree or professional certifications, such as the CFP, if you do not already possess them. Our competitive total rewards package includes a stable base salary and benefit programs designed to help you and your family strike the right balance between work and life.

Application Process

Please note that the application window closes when the position is filled or unposted. Fidelity is governed by various securities laws and regulations, including those from FINRA, which may restrict hiring individuals with certain criminal histories.

Work location

Work model: On-site

location_on

111-67, 41st Avenue, Corona, Queens, Queens County, New York, 11368, United States

New York, New York

Key Responsibilities

  • check_circleEngage face-to-face with customers to offer guidance and personalized financial planning

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  • check_circleSupport clients in reaching retirement goals through meticulous planning and insights
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  • Requirements

    • verifiedFINRA Series 7 & 63 licensed
    • verifiedSeries 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
    • verifiedDegree and/or other professional certifications (CFP preferred)
    • verifiedExtensive knowledge of investment solutions

    Nice to Have

    Degree and/or other professional certifications; CFP certification

    Benefits & Perks

    check_circleComprehensive health care coverage and emotional well-being supportcheck_circleMarket-leading retirement planscheck_circleGenerous paid time off and parental leavecheck_circleCharitable giving employee match programcheck_circleEducational assistance including student loan repaymentcheck_circleTuition reimbursement programcheck_circleLearning resources to develop your career
    Fidelity Investments cover image
    Fidelity Investments logo
    Company

    Fidelity Investments

    Industry

    Financial Services

    Headquarters

    Boston, MA

    Open Roles

    15

    Here to help you grow your savings and invest in the life you want.

    Fidelity Investments, headquartered in Boston, Massachusetts, operates within the financial services industry with a core mission to enhance the financial well-being of its customers. The organization delivers outcomes for a diverse range of clients, including individuals, families, employers, wealth management firms, and institutional partners. Its operational strength is derived from a large-scale, diversified portfolio of financial services businesses designed to address the unique needs of a broad and expanding customer base. As a privately held entity for 78 years, Fidelity manages significant assets under administration totaling $15.0 trillion, with discretionary assets reaching $5.9 trillion as of March 31, 2025. This substantial scale supports its ability to serve millions of clients globally. The company maintains a global workforce of more than 77,000 associates, with operations established across the United States, Ireland, and India. This extensive footprint allows Fidelity to provide consistent service and support to its international clientele while maintaining a focus on long-term growth and stability within the financial sector.
    View company profilearrow_forwardlanguageWebsitelinkLinkedIn
    Quick Overview

    Experience

    Mid Level

    Job Type

    Full-Time

    Skills Required

    Finra Series 7Finra Series 63Finra Series 65Finra Series 66CFP
    arrow_forward
    Recrutus

    Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

    Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

    publiclanguageshare
    Job seekers
    Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
    Job types
    Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
    Top states
    Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
    Top categories
    Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
    Popular skills
    CDL-A jobsRegistered Nurse jobsBLS jobsExcel jobs
    Featured employers
    Company
    About usFAQContactPrivacy policyUS privacy notice

    Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

    © 2026 Recrutus. All rights reserved.
    Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
    Accessibility