Fidelity Investments
New York City, New York

Investment Consultant - Upper West Side, NY

Onsite$59,000 - $74,000/yrPosted Aug 6, 2026

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Job details

Location
New York City, New York
Work type
Onsite
Compensation
$59,000 - $74,000/yr
Posted
Aug 6, 2026
Apply on
jobs.fidelity.com

About this role

Series 7 and 66 licenses or ability to acquire Series 66, financial planning and investment solution knowledge, strong communication and consultative skills, and relationship-building experience.

What you'll do at Fidelity Investments:

  • developing financial plans
  • engaging clients
  • presenting solutions

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About Fidelity Investments

Fidelity Investments
New York City, New York