Jobs at Fidelity Investments

Designs and develops complex full-stack software systems using Java, JavaScript, Angular, Spring Boot, AWS, and related technologies. Provides technical leadership, mentorship, code reviews, and innovation while collaborating with business partners, architects, analysts, engineers, and technical leads. Translates business logic into technical requirements, works in an Agile Scrum environment, and creates developer-facing technologies and documentation.

Develop customized financial plans, educate clients on investment solutions, conduct one-on-one appointments, recommend solutions aligned with client needs, and grow relationships with existing clients and warm leads. The role involves using Fidelity planning tools, conducting proactive outreach, referring clients to wealth management partners, and helping clients make informed investment decisions.

Analyzes and documents scalable software solutions, translating business needs into functional and technical requirements. Partners with engineering, architecture, UX, product, and business teams in an agile environment. Creates Jira user stories, acceptance criteria, workflows, system diagrams, and Confluence documentation; supports roadmap planning and analyzes APIs, system behavior, and technical workflows using modern observability and development tools.

Develop and maintain scalable customer-facing full-stack applications using Java, Spring Boot, Angular, REST APIs, and cloud technologies. Design software, automate testing, deploy applications, and support CI/CD pipelines. Collaborate with architecture, UX, and product teams in an Agile environment. Mentor junior engineers, conduct code reviews, improve development practices, and translate business requirements into technical solutions.

Directs the company’s multistate state and local income tax function, overseeing compliance, reporting, planning, audits, controversy, and tax strategy. Advises executives and cross-functional partners on sourcing, apportionment, nexus, tax law changes, and complex corporate structures. Leads state tax examinations and appeals, prepares technical memoranda and executive presentations, and manages, coaches, and develops tax professionals while driving cross-functional initiatives.

Advise high-net-worth clients through comprehensive wealth planning, investment management, retirement, tax, protection, wealth transfer, and multigenerational strategies. Build trusted long-term relationships, deliver personalized financial roadmaps, increase client engagement and referrals, and collaborate with peers. The role requires financial services experience, planning expertise, investment knowledge, strong relationship-building skills, and FINRA licensing.

Engages clients through appointments, webinars, market briefings, and live events to educate them on Fidelity’s brokerage tools and sophisticated equity and options strategies. Provides market insights, technical and fundamental analysis, and trading analytics while promoting customer retention and business growth. Requires strong knowledge of market mechanics, volatility, option Greeks, and statistics, plus excellent communication and presentation skills.

Manages a large portfolio of managed-account clients, providing investment guidance, annual strategic reviews, risk mitigation, retention support, and consultative sales. Conducts pre- and post-sales conversations about performance, fees, portfolio construction, rebalancing, and allocation strategies. Partners with Financial Consultants and Wealth Planners, oversees client funding and investing processes, ensures compliance, and identifies additional sales opportunities.

Leads comprehensive financial and estate planning engagements for high-net-worth clients and advisors. Develops retirement, investment, insurance, tax, trust, estate, and wealth-transfer plans using eMoney and related tools. Manages a regional territory, collaborates with advisors and planning teams, supports client engagement, and coaches junior team members. The role requires strong communication, emotional intelligence, independent decision-making, and expertise in complex financial and estate planning matters.

Deliver personalized financial planning guidance, conduct planning conversations, and help clients achieve long-term financial goals. Build relationships through client outreach, asset consolidation, referrals, and plan implementation. Use Salesforce and collaborate with Financial Consultants and Wealth Planners to develop tailored solutions. Educate clients, identify needs, strengthen loyalty, and contribute to team success through mentoring and best-practice sharing.

Build trusted relationships with workplace and personal investment clients through inbound and outbound conversations. Provide retirement and investment guidance, explain Fidelity products and planning tools, and connect customers with appropriate solutions. Complete structured training and licensing support while developing financial planning, consultative, relationship-building, and service-to-sales skills.

Support active and sophisticated traders through inbound interactions involving market activity, securities transactions, and trading questions. Provide education, explain complex investment concepts, guide clients toward suitable trading tools and resources, and build trusted relationships. The role requires knowledge of financial markets, investment products, trading activities, regulations, and strong client-service judgment.

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, and develops client engagement strategies. Builds long-term client relationships through education, planning tools, outbound outreach, and collaboration with Financial Consultants or Wealth Planners. Maintains organized contact strategies, supports plan implementation, uncovers complex planning needs, and mentors fellow associates while adhering to client service and regulatory standards.

Supports investors with trading, investment, and account-related needs through inbound interactions. Processes complex securities transactions, explains market and investment concepts, applies regulatory requirements, resolves client requests, and identifies opportunities for additional products and services. Builds client trust and loyalty through personalized education and consultative support while handling equities, options, mutual funds, fixed income securities, and precious metals.

Drives growth and adoption of Fidelity’s Exchange Fund by educating advisors and clients, managing relationships, and serving as a subject matter expert. Connects investment, operations, distribution, and investment management teams while translating complex fund structure, tax, and investment concepts into clear messaging. Supports product scaling, presentations, conferences, and client engagement, requiring strong organization, communication, collaboration, and execution skills.

Leads regional wealth management coaching by mentoring financial advisors, supporting client appointments, sharing financial planning and investment expertise, and coordinating development plans with branch leaders and coaches. Sets coaching strategy, deploys mentoring resources, tracks activities in Salesforce, and builds relationships with executives and business partners to improve advisor performance and client outcomes.

Lead development and deployment of retirement plan communications for large tax-exempt clients. Build communication strategies, ensure regulatory compliance, coordinate marketing campaigns, analyze data to drive engagement, manage client relationships, estimate project costs, and measure results to improve participant outcomes.

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