Finding a job that gives you a sense of purpose is of utmost importance. At Fidelity, cultivating a fulfilling workplace is a top priority. A career at this trusted financial institution means you’ll be given the tools and support to change your clients’ lives — and opportunities that will change yours. There are many great reasons to work for Fidelity, from their coaching and mentoring approach to their career mobility opportunities. Learn why you should apply for a financial planning job at Fidelity today.
1. Empowering Employees with Robust Support
Fidelity provides you with the comprehensive training and resources you need for your role. This includes a robust learning experience that blends digital self-led programs focused on skill development with facilitated training sessions led by experienced trainers and peer support with coaching and feedback. It also offers unique planning tools and digital client interaction models to help employees excel. Rachel, a Financial Consultant with Fidelity, can attest to the effectiveness of this approach: “The amount of support and education that they have given me to grow my career and to grow my knowledge base has just been absolutely phenomenal,” she says.
2. Ongoing Training for Career Mobility
Fidelity is not only focused on the here and now – it knows career mobility, and advancement are always a priority. By providing you with formal training throughout your career – from intermediate and advanced training for all types of roles, Fidelity prepares you to thrive at your job now and in your career down the road. As Lisa, a Financial Consultant at Fidelity, says, “I’m constantly asked what’s next for me, where do I want to grow, what do I want to lean into, what do I want to learn.”
3. Endless Expert Support
Fidelity helps financial planners thrive by providing them with the resources they need to be successful. This includes an entire team to offer expert guidance, from Planning Consultants to Relationship Managers. Because of this, financial planners can spend time doing what they do best: focusing on their clients. “If I need something, they support me,” says Financial Consultant Nikko, “I support clients, and I get the support to support these clients.” Fidelity also has an abundance of coaches, trainers, and subject matter experts on hand to help create improved experiences for their employees.
4. Inspiring Mentors
Developing talent is essential at Fidelity — one way the company does this is by utilizing a national network of mentors to help refine employees’ skill sets even further. Coaches and internal experts provide mentorship and help with skill development through one-on-one coaching sessions and small-group role-play exercises, allowing you to reach your full potential. As Financial Consultant Lisa says, “It’s just been a very collaborative environment here where I feel 100 percent supported by everyone on the team.”
For those of you who want more out of your job — more of a support system, career mobility, and a positive and collaborative environment, Fidelity gives you the support you need to thrive. Head here to learn more about all that Fidelity has to offer financial planners, and apply today. In the words of Financial Consultant Suzanne: “The grass is absolutely greener at Fidelity.”
The Next Step in Your Financial Planning Career Starts Here
