State registrations jobs

Financial Consultant

Fidelity Investments · Posted Nov 11, 2026

Open

Jacksonville, Florida, United States

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Financial Consultant

Fidelity Investments · Posted Nov 11, 2026

Open

Jacksonville, Florida, United States

Apply with RefersoAI Apply on careers page

Benefits and Planning Consultant - South Atlantic Region

Fidelity · Posted Nov 11, 2026

Open

Jacksonville, Florida, United States
$66K–$125K per year

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As a Benefits & Planning Consultant, support executives throughout their financial planning journey, delivering personalized guidance and deepening client relationships.

Compensation

The base salary range for this position is $66,000-125,000 USD per year.

Responsibilities

Build trusted relationships with executives
Provide personalized financial guidance
Ensure compliance of client interactions and documentation
Identify opportunities for growth
Support targeted client engagement initiatives

Requirements

Bachelor’s degree preferred
Nice to have: Certified Financial Planner
Nice to have: Certified Equity Professional
Nice to have: Tuition Reimbursement program

Skills

Series 7 & 66 licensed State registrations Brokerage Insurance Money management Estate planning

Investment Consultant

Fidelity Investments · Posted Nov 11, 2026

Open

Villanova, Pennsylvania, United States
On-site
Full-time · Associate

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Develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools, engaging with existing clients and warm leads to provide investment solutions and grow relationships.

Responsibilities

Develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools
Engage with existing clients and warm leads to provide investment solutions
Work directly with clients to help them make investment decisions that are in their best interest
Present and implement solutions that suit the client’s needs

Requirements

Degree
Equivalent experience
Professional certifications
Nice to have: CFP

Skills

FINRA Series 7 FINRA Series 66 State registrations Fidelity’s guidance tools

Benefits

Competitive total rewards package
Stable base salary
Training in-branch, regionally, nationally, and virtually
Tuition reimbursement program

Investment Consultant

Fidelity Investments · Posted Nov 11, 2026

Open

Jacksonville, Florida, United States

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Develop customized financial plans and provide investment solutions to existing clients in Fidelity’s Investor Center.

Responsibilities

Develop customized financial plans using Fidelity’s planning tools
Engage with existing clients and warm leads
Present and implement investment solutions
Grow relationships through proactive outreach
Use technology to conduct efficient one‑on‑one appointments

Requirements

A degree, equivalent experience, or other professional certifications are beneficial

Skills

FINRA Series 7 & 66 licensed State registrations Ability to acquire Series 66 upon hire Financial planning Use of technology for appointments Fidelity’s planning tools

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Investment Consultant- Bridgewater, NJ

Fidelity Investments · Posted Nov 10, 2026

Open

Bridgewater, New Jersey, United States
$59K–$74K per year

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Develop customized financial plans and provide investment solutions to existing clients and warm leads in Fidelity’s Investor Center.

Compensation

The base salary range for this position is $59,000 - $74,000 per year.

Requirements

A degree, equivalent experience, or other professional certifications are beneficial

Skills

FINRA Series 7 FINRA Series 66 state registrations use technology to prepare for and conduct efficient one-on-one appointments Fidelity’s planning tools

Benefits

comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off
parental leave

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Payroll Operations Specialist

Mercury · Posted Nov 9, 2026

Open

San Francisco, California, United States +4 more
$77K–$96K per year
2+ years

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Locations (5)

San Francisco, California, United States
New York, New York, United States
Portland, Oregon, United States
Canada
United States

Compensation

Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $85,500—$96,200 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $77,000—$86,600 USD Canadian employees (any location): $80,800—$90,900 CAD

Planning Consultant

Fidelity Investments · Posted Nov 9, 2026

Open

Annapolis, Maryland, United States
On-site
Full-time
$66K–$125K per year
2+ years

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Provide world‑class financial planning services, build client relationships, and support Fidelity’s wealth planning initiatives.

Compensation

The base salary range for this position is $66,000-125,000 USD per year.

Responsibilities

Conduct joint client appointments and deliver personalized financial consultations
Develop engagement strategies to meet client planning needs
Maintain organized client contact strategy
Use tools such as Salesforce and Glance to enhance client experience
Mentor and support fellow associates

Requirements

CFP® Certification is highly encouraged

Skills

FINRA Series 7 & 66 licensed State registrations Financial planning concepts Client profiling Outbound calling Salesforce Glance