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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Consultant - Fort Worth, TX

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FI Organization is seeking a Lead ETF Specialist with tried subject matter expertise in capital markets, ETF solutions, business development, and the competitive landscape. The specialist acts as an extension of our investment and product teams acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. In this role you will support all channels including broker-dealer, RIA, banking, and insurance. The specialist will develop new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, the candidate will collaborate with asset management to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s ETF business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA or equivalent graduate degree a plus</p></li><li><p>CFA preferred</p></li><li><p>10+ years of sales or product experience with significant experience with ETF’s</p></li><li><p>Series 7 and 63 licenses required</p></li><li><p>Maintains excellent communication, presentation, and interpersonal skills</p></li><li><p>Must have in depth knowledge of Fidelity and competitive products</p></li><li><p>Excellent time management and organizational skills are critical to success</p></li><li><p>Validated ability to successfully build and be a great partner within the intermediary channel</p></li><li><p>Confirmed ability to implement and apply needs-based selling techniques and strategies</p></li><li><p>Marketplace credibility to represent the investment process as well as the overall Fidelity organization most effectively in client, consultant, and industry conference speaking engagements</p></li><li><p>Capital market perspectives that influence investment solutions</p></li><li><p>Lead on and off platform sales discussions with home office gate-keepers, advisors, and consultants</p></li><li><p>Track record of successful client interaction and follow-up is required</p></li><li><p>Ability to build internal partnerships and relationships in a team environment</p></li><li><p>Ability to influence decisions and direction across FI and in intercompany relationships</p></li><li><p>Ability to travel 50%</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.</p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Vice President ETF Strategist

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Austin, TX (Domain)

<h3>Job Description:</h3><p>The Role</p><p>The Senior Analyst in Global Product Derivatives Onboarding (GPDO) is part of the Fidelity Fund &amp; Investment Operations group. Global Product Derivatives Onboarding’s mission is to facilitate information flow regarding our funds and clients to ensure trading readiness across complex products by ensuring our banking relationships are ready to operationally support Fidelity Investments.</p><p>The senior analyst will work within a team as the primary contact for our broker relationships to ensure our funds and clients can gain exposure to complex products. You will gain exposure to the products Fidelity offers and play a critical role that will help you connect the dots across Fidelity’s asset management business.</p><p>The Skills and Expertise We’re Looking For</p><ul><li>Bachelor’s or equivalent with 2+ years of experience processing data &amp; documentation or using knowledge of Fidelity’s products and services to solve problems</li><li>Demonstrated knowledge on complex products such as derivatives, foreign exchange, and other trading instruments</li><li>Experience improving processes and implementing technology solutions to improve operations</li><li>Preferable experience in KYC, AML, and beneficial ownership regulations and managing regulatory and franchise risk in working with counterparties</li><li>Ability to improve policies and procedures</li><li>Manage stakeholder relationships with trading, legal, and product while multi-tasking across processing data &amp; documentation as well as managing inquiries</li><li>Act as an escalation contact for other team members to navigate solutions and provide training</li><li>Ability to work independently with minimal supervision</li><li>Your work helps our portfolio managers obtain the exposure they need in managing our funds and client assets</li><li>You will be an instrumental part of ensuring our shareholders receive the service they expect from Fidelity</li><li>Our broker relationships will rely on your work to ensure they are ready to support Fidelity’s trading</li></ul><p>The Team</p><p>Fidelity Investments is one of the world’s largest providers of financial services and offers investment management, retirement planning, brokerage, human resources, and benefits outsourcing services to individuals and institutions. Global Product &amp; Markets Information, as part of the Fidelity Fund and Investment Operations organization, ensures Fidelity’s asset management business has the services needed to be successful.</p><p><strong><em>Note: Fidelity will not provide immigration sponsorship for this position. </em></strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Analyst, Global Products Derivatives Onboarding

<h3>Job Description:</h3><p><strong>Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center. </strong><br><br>Put your expertise in retirement planning to work every day</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><p><strong>Cloud Engineer - Container Platforms</strong></p><p>Do you want to work with leading edge container technologies and build platforms for exceptional levels of scale? </p><p>As a Cloud Engineer in our Container Management Platforms area, you will work within a diverse team comprised of passionate technologists who believe in the power of innovation and constant collaboration. We believe that small, empowered, self-motivated teams can achieve outstanding things.</p><p>We are passionate about opensource contribution, sharing our expertise and knowledge with the engineering community while adopting a continuous learning approach support by a dedicated learning day each week. </p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li>Experience building applications in Go / Python.</li></ul><ul><li>Experience in extending Kubernetes including build operators, custom resources. </li></ul><ul><li>Understanding of Kubernetes core concepts. </li></ul><ul><li>Hands-on development experience working with cloud technologies in AWS and/or Azure, </li></ul><ul><li>Hands on experience building scalable cloud applications. </li></ul><ul><li>Strong understanding of software engineering best practices and principles.</li></ul><ul><li>Hands on experience with Continuous Integration and Continuous Delivery/Deployment. </li></ul><ul><li>Passion for the DevOps culture. </li></ul><p><strong>Bonus skills </strong> </p><ul><li>Familiarity with GitOps based tooling (ArgoCD).</li></ul><ul><li>Strong communication skills and a passion for working with business stakeholders to drive adoption of best practices and architectural excellence.</li></ul><p><strong>The Team</strong> </p><p>This is an opportunity for a highly motivated Cloud Engineer to join the Container Management Platform team working in Fidelity Architecture and Engineering, who are responsible for enabling the next generation streaming platforms across Fidelity. We excel in the construction of high quality, secure and scalable cloud platforms using industry-leading engineering principles and practices. We are a global team which has a passion for open source and continuous learning while pursuing engineering excellence in the cloud in a collaborative, open and transparent culture. </p><p>For more like this search #Cloud</p><h3>Category:</h3>Information Technology

Cloud Engineer

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Corporate Actions Analyst is responsible for the daily tasks and oversight associated with researching, soliciting, processing, and instructing on all dividend and corporate action events. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>3+ years of financial services experience with an asset manager or custodian bank, preferably in mutual fund operations with exposure to Corporate Actions</li><li>2+ years of Corporate Actions experience preferred</li><li>Bachelor’s Degree encouraged, but not required</li><li>Proficient in most functions within the area of corporate actions research, solicitation and processing</li><li>A solid understanding of the custody industry and mutual fund operations</li><li>An understanding of processes used to scrub and instruct CA information using SWIFT</li><li>Working knowledge of system applications used in the department, including an ability to adapt to a changing technical environment</li><li>Strong communication and analytical skills, both oral and written</li><li>Attention to detail and ability to identify risk and call out appropriately</li><li>Ability to adapt based on business need and a changing operating environment</li><li>Cleansing corporate action data received through custodian banks, agents, and brokers</li><li>Transaction processing including escrow of holdings and foreign currency exchange</li><li>Effectively facilitating Portfolio Manager solicitations and custodian bank instruction</li><li>Ensuring accurate tax treatment is solicited prior to event processing into the accounting system</li><li>Managing risk by monitoring custodian reports, internal exception reports, and keeping up to date statuses on internal control reporting</li><li>Facilitating the completion of legal documentation by finalizing documents based on feedback from multiple Legal departments, external issuers, and custodian banks</li><li>Assisting business partners with critical issues and requests to expedite pending items</li><li>Analysis of prospectus' information relating to corporate actions and announcing appropriately</li><li>Working with managers and team leaders to identify operational improvements</li><li>Understanding the risk inherent in the process and identifying risk mitigation opportunities</li><li>Delivering effective written and verbal communication to appropriate business partners</li><li>Displaying leadership qualities to manage the daily workflow, and act as a key mentor for junior analysts</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>This team is responsible for all aspects of corporate action research and processing for assets across the approximately $2 trillion worth of assets under management, including actions cumulatively affecting securities worth in excess of $1 billion at a given time. The Global Middle Office acts as a servicing center for FMR Co.'s trading desks globally, facilitating the confirmation and settlement of security and currency transactions with brokers and custodian banks, and providing daily cash estimates to Trading. It is also responsible for coordinating corporate action executions, ensuring the collection of income to the Funds, resolving position differences and facilitating securities lending activities.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Analyst, Global Corporate Actions - Fidelity Fund and Investment Operations

Financial Consultant - Albuquerque, NM

Financial Consultant - Austin, TX (Downtown)

<h3>Job Description:</h3><p>To Be Updated prior to posting</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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