Financial Consultant - Towson, MD
About the role
Working in our Investor Center, you will engage face‑to‑face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. Fidelity offers an existing client base, institutional feeders, an open‑architecture product platform, and top resources in the financial industry. The role includes nurturing relationships with an existing client base and leveraging Fidelity’s support for professional growth, flexibility, and long‑term success.
Note: Fidelity will not provide immigration sponsorship for this position.
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
- Proven success in building relationships, uncovering needs, and recommending solutions.
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Degree or equivalent experience; professional certifications (e.g., CFP) are helpful. Tuition reimbursement is available for qualifying candidates.
- Ability to thoughtfully introduce clients to different investment strategies and consolidate additional client assets.
- Coachable, collaborative, and curious mindset.
- Commitment to delivering an outstanding customer experience with a passion for seeing others thrive.
- Motivated by results, takes initiative, and exceeds customer expectations.
- Extensive knowledge of investment solutions.
Benefits
- Competitive total rewards package with a stable base salary.
- Comprehensive health‑care coverage and emotional‑well‑being support.
- Market‑leading retirement plans.
- Generous paid time off and parental leave.
- Charitable‑giving employee‑match program.
- Educational assistance including student‑loan repayment, tuition reimbursement, and learning resources.
- Extensive training (in‑branch, regional, national, and virtual) and onboarding support.
Pay
The base salary range for this position is $60,000 – $75,000 per year. Placement within the range depends on responsibilities, scope, geographic location, relevant experience, and other factors. Total compensation may also include bonus or other variable compensation.
Schedule
Fidelity is transitioning to a full‑time onsite working model through a phased rollout. Some locations require 100% onsite presence, while others may require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.