Financial Consultant - Fairfield, CT jobs in United States
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Fidelity Investments · 17 hours ago

Financial Consultant - Fairfield, CT

positionFairfield, CT
timeFull-time
remoteHybrid
seniorityMid Level

Fidelity Investments is a leading financial services firm, seeking a Financial Consultant to build long-term relationships with clients. The role focuses on wealth management and retirement planning strategies, providing investment solutions to existing clients and helping to acquire new customers.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Nurture relationships with an existing client base
Provide appropriate investment solutions to existing clients
Help expand the acquisition of new customers
Educate customers on technology and channels available to them to better monitor, maintain, and handle their investments

Qualification

FINRA Series 7FINRA Series 63High Net Worth experienceCFP certificationInvestment products knowledgeInterpersonal skillsMotivational skillsLeadership qualities

Required

FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients

Preferred

A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

Benefits

Competitive total rewards package
Stable base salary
Outstanding benefits Fidelity offers
Helping our employee’s payback their student loan debt

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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2026-01-09
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2026-01-08
The Tech Portal
xAI says it has raised a staggering $20Bn in Series E fundraise
2026-01-08
Company data provided by crunchbase