Jobs at Fidelity Investments

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.

Leads defined contribution consulting engagements from strategy through execution, driving business development, client relationships, solution design, and program oversight. Develops proposals, guides project teams, manages scope, timelines, budgets, risks, and deliverables, and applies expertise in retirement plan administration, data structures, systems, and operational requirements. Partners with clients and internal teams to deliver scalable benefits solutions, improve outcomes, and support business growth.

Supports Fidelity customers by phone and in Investor Centers, answering account questions, processing withdrawals and transfers, identifying resources, and placing trades. The role includes paid training and study time to obtain SIE, Series 7, and Series 66 licenses. Employees initially work mostly remotely with one onsite day weekly, then transition to a fully onsite Investor Center role while developing financial services, customer service, and wealth management skills.

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.

Leads client-facing financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, covering retirement, investment, insurance, tax, estate, and family wealth transfer needs. Oversees regional client engagements, collaborates with advisors and planning teams, coaches junior staff, and communicates complex recommendations clearly. Requires extensive trusts and estate planning experience, financial services expertise, and FINRA Series 7 and 66 licenses.

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.

Serve as a trusted contact for workplace and personal investment clients via inbound/outbound calls. Use Fidelity planning tools and Salesforce to guide retirement and investment conversations, set planning appointments, make warm outreach, and introduce clients to business partners. Complete FINRA licensing through company-supported development and training.

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

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, and facilitating targeted appointments. Cultivate a book of business, identify opportunities to add value, and deliver personalized financial planning advice within a compliance-driven environment.

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.

Provide financial planning consultations alongside Financial Consultants and Wealth Planners, using Fidelity guidance tools to educate clients, uncover opportunities, consolidate assets, and deepen client relationships. Maintain organized contact strategies (Salesforce), conduct outbound outreach, mentor peers, and support plan implementations to meet client goals.

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