Jobs at Fidelity Investments

The role involves managing complex managed account sales and services for clients, focusing on customer satisfaction and collaboration with financial consultants to drive retention and sales.

As a Financial Services Representative, you'll help customers with financial inquiries, obtain necessary licenses, and develop customer service skills through training and support.

As a Financial Services Representative, you will provide customer support via phone, prepare for licensing exams, and transition to working in an Investor Center after training.

The Senior Compliance Consultant advises large clients on aligning retirement benefit programs with business objectives while ensuring regulatory compliance. Responsibilities include strategic discussions, project development, and maintaining client relationships.

The Vice President, Advanced Planning leads financial and estate planning for high net worth clients, utilizing tools like eMoney, coaching junior members, and engaging in client relationships, mostly remotely.

Consult with large defined contribution clients on retirement benefit programs, aligning strategies with business objectives under ERISA regulations, while managing multiple projects and fostering team collaboration.

As a Planning Consultant, you will provide financial planning support, deepen client relationships, and assist in developing effective financial plans using innovative technologies.

The Vice President will oversee operational due diligence and negotiate commercial agreements with investment managers, ensuring sound practices and optimal financial terms.

The Senior Consultant, Actuary advises clients on retirement and benefit programs, reviews annual pension valuations, trains associates, manages client budgets, and collaborates with business partners.

Seeking a Senior Associate Actuary to perform pension valuations, assist in project coordination, and train analysts while ensuring compliance and client profitability.

The role involves advising clients on retirement benefits, leading pension valuations, training staff, managing client relationships, and overseeing project budgets.

Manage digital solutions projects from conception to release, ensuring client satisfaction through effective communication and agile project management.

This role involves providing legal advice for cryptocurrency and blockchain asset management, collaborating with various teams, and ensuring compliance with federal laws.

The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.

The VP, Workplace Giving Account Executive drives the adoption of philanthropic programs, collaborating with clients to enhance employee engagement and charitable outcomes through consultative sales and relationship management.

The Wealth Planner builds personal relationships with clients, delivering customized strategies for wealth management and investment to foster long-term loyalty and satisfaction.

Lead data consulting engagements for Defined Benefit clients: manage client relationships, drive business development, own proposals/contracts, oversee program and project delivery, identify risks, and apply plan administration and data solutions to meet client needs.

The Planning and Advice Associate engages with clients, providing guidance on retirement and investment needs while developing relationship-building and consultative skills.

The Data Consultant will lead data quality solutions for benefit programs, manage project deliveries, and maintain client relations to ensure successful outcomes.

As a Defined Contribution Data Consultant, you will manage projects, enhance data quality solutions, and ensure successful client interactions. This includes leading teams, coordinating with clients, and preparing analytical outcomes for projects.