Apply for the Job in Financial Consultant - Covington, KY at Lexington, KY. View the job description, responsibilities and qualifications for this position. How much does a Fidelity Financial Consultant Program make? Just in case you need a simple salary calculator, that works out to be approximately $48.71 an hour. The average salary for Financial Consultant at companies like FIDELITY INVESTMENTS in the United States is $78,259 as of September 26, 2022, but the range typically falls between $69,410 and $87,108. At Fidelity, we have a relentless commitment to our . Most Likely Range. Job Description. Make your career dreams a reality at Fidelity. Fidelity Investments is expanding its direct-index offering to financial advisors and wealth management firms that custody with the company, Fidelity said Monday. Company reviews. I was contacted by someone at Fidelity for a Financial Consulting role. You will be expected to sell their products including: insurance and . The fund experiences a normal upward fluctuation. We can help advise or refresh your giving strategy, assess nonprofit organizations, and evaluate the impact of the charitable work you're doing. Solutions for an evolving workplace This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Unlike any other finance firm, Fidelity leads in investing while innovating in financial technology. Apply today at CareerBuilder! Apply today at CareerBuilder! Job Description. I was thinking about apply to Fidelity's Financial Consultant Program and was curious if anyone knows about the position. We assist companies and. Fidelity Personal AND Workplace ADVISORS advisor's have 1,509,611 clients accounts with over $630,954,282,255 assets under management. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. These plans include investments, savings, budget, insurance, and tax strategies. Financial Consultant - Rockville, MD Rockville, MD 5d Fidelity Investments College Students Seeking Full-Time Summer 2023 Role Converting to Part-Time in Fall 2023 Jacksonville, FL 2d $32K-$50K Per Year (Glassdoor est.) Financial Consultant reviews from Fidelity Investments employees about Management. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. The average salary for Financial Consultant - Morristown, NJ at companies like FIDELITY INVESTMENTS in the United States is $73,411 as of September 26, 2022, but the range typically falls between $66,540 and $80,282. This is the equivalent of $1,429/week or $6,193/month. How much does a Fidelity Financial Consultant Program make in Texas? Fidelity Investments. Recommended Skills Certified Financial Planner Coaching And Mentoring Consolidation (Financial) Customer Relationship Management Finance Financial Planning The fees charged by financial advisory firms depended on the types of services they perform for each client. Our financial professionals are backed by industry-leading research and analysis, with the skills to address all of your needs. As of Oct 20, 2022, the average annual pay for a Fidelity Financial Consultant Program in the United States is $101,326 a year. Average Financial Consultant Salary at Fidelity Investments $70,680 / year Avg. Find salaries. Financial advisor jobs at Fidelity are all about doing what's right for the customer, while knowing you have the support & opportunity to do what's right for your career. This is the equivalent of $2,620/week or $11,357/month. As of Oct 19, 2022, the average annual pay for a Fidelity Financial Advisor in New York is $74,324 a year. Upload your resume. Text. Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment . They say having a sales background is great and that worries me to a degree. Fidelity does give planners "quotas". We help people invest and plan for their future. Or you can contact us online or by phone 24/7. Financial Consultant (Current Employee) - Lehigh Valley, PA - March 20, 2020 Personally, Fidelity is one of the first companies where I felt as valued as the customer. The financial consultant roles are kind of coveted but once you hit VP level all in comp is pretty good (250+ in the midwest) You will almost certainly need to get the CFA if you plan to do that role at the institutional level. Fidelity Personal AND Workplace ADVISORS advisor's have 1,509,611 clients accounts with over $630,954,282,255 assets under management. Your Fidelity planner and dedicated team will work and meet with you on your terms, and are always available to answer questions. This is the equivalent of $1,847/week or $8,006/month. Financial Consultant - Raleigh, NC in Raleigh, NC | Fidelity Careers Fidelity Personal AND Workplace ADVISORS is a financial advisory firm with offices in Towson, MD. Average salary for Fidelity Investments Financial Consultant in Lyndhurst: US$60,438. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Use code FIDELITY100. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [ Link removed ] - Click here to apply to Financial Consultant, or by calling 800-835-5099 For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. 2063163. Fidelity Fees $0 per trade for online U.S. stocks and ETFs Account minimum $0 Promotion Get $100 when you open a new, eligible Fidelity account with $50 or more. Financial Consultant at Fidelity Investments Shares her daily responsibilities and tasks during a typical workday What She Does Copied SHARE Copied You may think of finance as an industry with little work/life balance, but that's definitely not the case everywhere. Average salary for Fidelity Investments Financial Consultant in Peoria: US$56,625. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. Use Fidelity Advisor to enhance the returns of your portfolios. Check odds of Fidelity Advisor to be traded at $10.12 in 90 days. 4.0 out of 5 . As of Oct 20, 2022, the average annual pay for a Fidelity Financial Consultant Program in Texas is $84,201 a year. Research salary, company info, career paths, and top skills for Financial Consultant - Covington, KY A free inside look at company reviews and salaries posted anonymously by employees. The announcement comes . I am currently working in a big bank PB role, where I have been for ~3 years with a solid book of clients, though not very portable. financial consultants typically help clients see their blind spots, such as understanding the repercussions for withdrawing money from an individual retirement account before turning 59.5 years. Thought this might be a good place to get some insight on this role. Fidelity Philanthropic Consulting We help individuals, families, and institutions make a meaningful difference through philanthropy. The fees charged by financial advisory firms depended on the types of services they perform for each client. Financial Consultant - Covington, KY in Covington, KY | Fidelity Careers Fidelity Investments Investment Consultant - Farmington Hills, MI Farmington Hills, MI 30d+ Fidelity Investments They help individuals and companies reach their financial goals faster. 800-835-5099 , prompt 2, option 3. Fidelity Investments Financial Consultants earn $63,000 annually, or $30 per hour, which is 3% lower than the national average for all Financial Consultants at $65,000 annually and 5% lower than the national salary average for all working Americans. Fidelity Financial Consultant role . I worry about potentially needing to push products that I wouldn't . Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity Personal AND Workplace ADVISORS is a financial advisory firm with offices in Towson, MD. The financial planning process includes defining your goals, understanding your current situation, and identifying the key steps to move forward. Start of main content. Visit us in personwe have over 190 branch locations. You joined the financial services industry to make a difference in the lives of your clients. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. We welcome those with experience in jobs such as Accountant, Staff Accountant, and Accounting Assistant and others in the Accounting and Finance to apply. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [ Link removed ] - Click here to apply to Financial Consultant, or by calling 800-835-5099 The estimated total pay for a Financial Consultant at Fidelity Investments is $167,832 per year. They strongly support your career development, as far as reimbursing team members for any career developing pursuits. Average salary for Fidelity Investments Financial Consultant in Saint George: US$61,433. Happiness rating is 65 out of 100 65. . Financial Consultant I Branch and Phone Financial Consultant Phone PAS Vice President, Financial Consultant Phone PAS Financial Consultant Branch Investment Consultant 0.0005 * An additional 0.0003 is paid on assets transferred to Fidelity from another financial services firm Transparency Commitment Compensation Approach Rate Paid on Assets . The estimated base pay is $93,444 per year. The fees charged by financial advisory firms depended on the types of services they perform for each client. Financial Consultant yearly salaries in the United States at Fidelity Investments Job Title Financial Consultant Location United States Average salary $81,585 per year matches Meets national average Average $81,585 Low $20,000 High $184,000 Fidelity Personal AND Workplace ADVISORS advisor's have 1,509,611 clients accounts with over $630,954,282,255 assets under management. We help people invest and plan for their future. Just in case you need a simple salary calculator, that works out to be approximately $46.19 an hour. 800-835-5099 , prompt 2, option 3. A financial advisor can help you with your financial planning so you can have peace of mind while pursuing your life goals. Based on 28 salaries posted anonymously by Fidelity Investments Financial Consultant employees in Lyndhurst. Create impact The estimated base pay is $90,569 per year. 1,054 Fidelity Investments reviews. The estimated base pay is $146,812 per year. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated total pay for a Vice President, Financial Consultant at Fidelity Investments is $289,471 per year. Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful . We welcome those with experience in jobs such as Cosmetologist, Salon Manager, and Licensed Massage Therapist and others in the Beauty and Spa to apply. Limited. We provide no-fee, 1-on-1 reviews of all your investment accounts, including those not kept with us. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. They use their knowledge and experience to make detailed financial plans. The fees charged by financial advisory firms depended on the types of services they perform for each client. The planner roles are salary plus commission. Find jobs. Possible Range. Associate Fidelity Personal AND Workplace ADVISORS advisor's have 1,509,611 clients accounts with over $630,954,282,255 assets under management. Explore one of the best workplaces & award-winning careers today! Recommended Skills Architecture Attention To Detail Capital Markets Certified Financial Planner Coaching And Mentoring Communication Apply to this job. This is the equivalent of $1,948/week or $8,443/month. . Top 1% Finance experts At Fidelity, our representatives are required to provide advice that is in your best interest. Fidelity Personal AND Workplace ADVISORS is a financial advisory firm with offices in Towson, MD. Curious if anyone here has thoughts . The average salary for 1816390 - Financial Consultant at companies like FIDELITY INVESTMENTS in the United States is $96,308 as of September 26, 2022, but the range typically falls between $86,602 and $106,013. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. The estimated total pay for a Financial Planning Consultant at Fidelity Investments is $170,127 per year. The fees charged by financial advisory firms depended on the types of services they perform for each client. Just in case you need a simple salary calculator, that works out to be approximately $35.73 an hour. The actual planner positions are: investment consultant, financial consultant, and wealth management advisor. The "planning consultant" role is defiantly primarily salary with bonus.