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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you enjoy learning about and marketing non-traditional, alternative investments? If so, come join the Asset Management Solutions Marketing team where our mission is to champion the investment talents of Fidelity’s investment products and solutions.</p><p><br>As a Marketing Associate for Alternatives Product Marketing in the Asset Management Solutions Marketing Team, you will support the development of marketing activities that differentiate Fidelity’s alternative investments and specialty solutions in the marketplace! This is a diverse and fast-paced marketing role that provides the individual an opportunity to collaborate across marketing and with investment professionals in different asset classes.</p><p><br>Key responsibilities:</p><ul><li><p>Execute on marketing strategies that drive product narratives into market across Fidelity’s intermediary, retail, and institutional channels. Messaging and content creation includes both written content (presentations, client communications) as well as digital mediums (our website and videos).</p></li><li><p>Assist with compliance submissions, tracking projects and workflows, posting marketing materials, and client-specific ad-hoc requests</p></li><li><p>Collaborate with marketing asset class leads on marketing and communications strategy for new product launches</p></li><li><p>Execute servicing requirements for third party platforms (e.g., data rooms)</p></li><li><p>Help with content for events program and support event execution as needed</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>BA/BS degree with a concentration in economics, finance, business, or marketing preferred</p></li><li><p>Eagerness to learn about asset management, investment products, and alternatives</p></li><li><p>Excellent writing skills; will learn how to distill technical concepts into simple, compelling messages</p></li><li><p>Strong interpersonal communication skills</p></li><li><p>Excellent organizational skills with ability to meet deadlines and flexibility to re-prioritize if needed</p></li><li><p>Working understanding of PowerPoint and Excel</p></li></ul><p><strong>The Team</strong></p><p>Become a member of the Asset Management Solutions Marketing team, where we partner with Fidelity Asset Management, investment product groups and distribution channels to develop and deliver compelling, accurate, consistent, and timely product content! These materials help clients understand the value Fidelity provides in helping them meet their financial objectives. Do you want to be a part of this dynamic team?</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p>The base salary range for this position is $60,000-115,000 USD 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>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>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><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing

Fidelity Investments

Associate, Alternatives Product Marketing

<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><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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 - Chesterfield, MO

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p>The base salary range for this position is $45,000 - $70,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Thousand Oaks, CA

<h3>Job Description:</h3><h3><strong>Director, Solution Architecture</strong></h3><p><strong>The Role</strong></p><p>At Fidelity Health, we are seeking an experienced, hands-on, end-to-end solution architect to help shape and guide the technical vision across our all our digital experience channels. This role is pivotal in ensuring seamless, secure, and scalable digital experiences for our customers, while complying with stringent regulatory requirements in both financial services and healthcare (HIPAA)</p><p>You will help lead the architectural strategy and execution across web, mobile, and our API layers, collaborating closely with our engineering, product, and compliance teams. Your work will directly influence how our users engage with our products and services, ensuring that every interaction is intuitive, performant, and personalized.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>This role will benefit from a candidate that thinks in terms of the end-to-end customer journey so that our experience applications will be scalable across a variety of different use cases. An ideal candidate will have experience defining and promoting end-to-end solution architectures that meet the needs of our business, in accordance with our patterns, standards, and guidelines. Additionally, experience navigating complex regulatory environments and drafting solutions that adhere to the stringent audit and certification requirements of such regulations (HIPAA, HITRUST, etc.) will be something that differentiates ideal candidates</p><ul><li><p>7+ years of experience in software engineering and/or solution architecture delivering web/mobile applications</p></li><li><p>Proven track record as a Solution Architect designing and building scalable solutions</p></li><li><p>Experience with various architectural styles such as SOA &amp; Micro-Services</p></li><li><p>Experience with event-driven, serverless architecture design and implementation</p></li><li><p>Experience developing applications using JavaScript &amp; Angular and/or Java &amp; Spring.</p></li><li><p>Working knowledge of SDLC including test automation and CI / CD</p></li><li><p>Working knowledge of AWS or Azure Cloud.</p></li><li><p>Ability to translate business needs into scalable technical solutions</p></li><li><p>Familiarity with legal, risk, compliance, cybersecurity standards, including HIPAA</p></li><li><p>Ability to work both independently and as a team player across organizations and the enterprise.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Health (FH) is a Fidelity Workplace Services (FWS) business. As a member of the FH Architecture team, you <strong>directly enable our stakeholders to solve their business problems</strong> with technology. We have a variety of different phases of development going on depending on product within FH, including: Our HSA product (<em>recently reached #1 in the market!),</em> Health &amp; Welfare (H&amp;W) Benefits, Flexible Spending and Reimbursement Account (FSRA) product, and Medicare Services, so there is something for everyone!</p><p>With ever-present requests from our valued client and participants, coupled with our <strong>unrelenting focus on a world-class digital experience, </strong>there is no shortage of engaging and innovative work. Come be a part of this exciting and emerging technology community!</p>The base salary range for this position is $126,000-255,000 USD 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>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>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><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Director, Solution Architecture - Digital Experience

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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 Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Bellevue, WA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional (FI) is seeking a Data Governance Analyst who will play a critical role in supporting the governance program for FI and Fidelity Institutional Wealth Management (IWMS). This role focuses on governance operations across 13 complex data domains, enabling trusted content is available to support decision-making and innovation. </p><p>As a Data Governance Analyst, you’ll provide administrative support. Specifically, for the Data Oversight Committee and My Access provisioning efforts. Your work will make sure data is managed securely, responsibly, in alignment with business objectives, regulatory requirements, and industry best practices.</p><p>Key Responsibilities Governance Operations &amp; Support:</p><ul><li>Data Oversight Committee (DOC): </li></ul><p>Support the intake, review, and documentation of business unit provided use cases and data movements to ensure timely and compliant decisions. Capture decisions, detailed action items and ensure business unit follow-through on approval conditions. </p><ul><li>Access: </li></ul><p>Review and validate access requests for critical applications and data domains ensuring they are in good order and follow FI’s approved entitlement structure. Monitor for outdated, conflicting or excessive permissions/roles and coordinate with system owners to remediate issues. Look for opportunities to automate access reviews, workflows, and document steps to reduce manual effort. </p><ul><li>Monitor and report on data governance metrics, issues, and activities across business lines. </li></ul><p>Policy &amp; Framework Development:</p><ul><li>Assist in the documentation and help to implement Role-Based Access Control (RBAC) framework across business lines, legal entities, and data platforms. </li><li>Support the interpretation and translation of privacy regulations (e.g., CCPA, Reg. SP) into practical guidance for data handling. </li><li>Contribute to the development of training materials and awareness programs to help the organization understand and follow governance practices. </li></ul><p>Collaboration &amp; Partnership:</p><ul><li>Work closely with governance leadership and cross-functional teams (Legal, Risk, Compliance, Technology, Privacy, Vendor Management, etc.) to support governance objectives. </li><li>Partner with project teams to assist in the definition of access and governance requirements for new systems or data sources. </li><li>Provide training and clarity for in-good-order access processes and data governance workflows. </li><li>Participate in governance forums, committees, and working groups as needed. </li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree in a relevant field (e.g., Data Management, Information Systems, Finance, Business Analytics). </li><li>2–4 years of experience in data management, data governance, data quality, or similar, ideally in financial services or another regulated space. </li><li>Familiarity with data governance frameworks, data lifecycle management, and regulatory requirements is a plus. </li><li>Experience with data governance or access tools (e.g. MyAccess, Collibra, Alation) is a plus. </li><li>Familiarity with supporting tools like Tableau or Power BI is a plus. </li><li>Effective communication and collaboration skills; ability to work with diverse teams and stakeholders. </li><li>Curious, analytical mindset with attention to detail and problem-solving ability. </li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team </strong></p><p>You will join a collaborative team focused on developing data governance practices for both FI and IWMS business units, as well as coordinating with other data governance groups across the enterprise and additional Fidelity business units. Our team values innovation, accountability, and continuous improvement to ensure trusted data for decision-making and regulatory compliance. </p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Data Governance Analyst

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as 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 Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Planning Consultant - Villanova, PA

<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><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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>The base salary range for this position is $59,000 - $74,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Cherry Creek, CO

<h3>Job Description:</h3><p>As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets.</p><p><strong>The Expertise We Are Looking For</strong></p><ul><li><p>Experience in employee benefits communications and/or financial services preferred</p></li><li><p>Client consultation experience</p></li><li><p>5+ years creating communication strategies</p></li><li><p>FINRA Series 7 and 63 licenses preferred (or required within 90 days)</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.</p><p><strong>Job Responsibilities</strong></p><ul><li><p>Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services </p></li><li><p>Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements</p></li><li><p>Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps</p></li><li><p>Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution</p></li><li><p>Communicate operational updates to participants such as fund or fee changes </p></li><li><p>Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals</p></li><li><p>Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches</p></li><li><p>Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need</p></li><li><p>Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications</p></li><li><p>Measure and report successes/opportunities based on the results of our communications</p></li><li><p>Estimate cost of projects and bill for our services (when applicable)</p></li></ul><p><strong>Skills We Seek</strong></p><ul><li><p>Highly organized</p></li><li><p>Ability to work independently or collaboratively based on the circumstances</p></li><li><p>Creative problem solving</p></li><li><p>Strong attention to detail</p></li><li><p>Ability to juggle multiple, competing priorities</p></li><li><p>Active and effective listening skills</p></li><li><p>Data driven mindset</p></li><li><p>Curiosity and the desire to learn</p></li><li><p>Executive presence with the ability to present a variety of topics with confidence</p></li><li><p>Team player who is willing to help the broader organization</p></li><li><p>Ability to influence client direction and decisions</p></li><li><p>Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers</p></li><li><p>Ability to travel up to 25% of the time</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors. </p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Communication<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Director, Communication Consultant

<h3>Job Description:</h3><p><strong>The Role and the Team</strong></p><p>IWMS (Institutional Wealth Management Services) is seeking a Full Stack Engineering Leader to drive development and enhancement of client-facing Trading capabilities. This role will be responsible for delivering high-quality technology solutions through close collaboration with architects, technologists, and business partners. As a technical leader, you will play a critical role in resolving complex challenges, ensuring timely and accurate product delivery, and contributing to the IWMS strategic mission. As a key member of the technology leadership team, you will help foster a high-performing engineering culture built on innovation, collaboration, and continuous improvement. You’ll champion an inclusive and energized environment, elevate leadership across all levels, and promote alignment with enterprise standards while empowering your teams to succeed.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Experience leading, coaching, mentoring, and developing people and teams in a geographically dispersed agile organization.</p></li><li><p>10+ years of technical hands-on experience building scalable enterprise applications including UI, API, Database, and Cloud.</p></li><li><p>Practical experience with software engineering fundamentals and tools such as requirements analysis and documentation (Jira), system design, API integration (SOAP/REST), cloud architecture, CI/CD pipelines (Jenkins), version control (GitHub), agile and scrum methodologies, stakeholder communication, and aligning technical deliverables with business goals.</p></li><li><p>Proven ability to lead technical teams and drive delivery.</p></li><li><p>5+ years of experience with direct people management.</p></li><li><p>Brokerage experience and familiarity with Trading capabilities strongly preferred.</p></li><li><p>Technology leadership, critical thinking, and influencing skills across diverse organizational structures.</p></li><li><p>Strong commitment to quality, documentation, and engineering excellence.</p></li><li><p>Proven experience in technical design and estimation, ensuring alignment with enterprise architecture and governance controls.</p></li><li><p>Broad knowledge of technology standards and best practices including accessibility, design principles, security, reliability, resilience, performance, etc.</p></li><li><p>Excellent interpersonal and communication skills to build and maintain strong cross-functional relationships at all levels of the organization.</p></li><li><p>Decision making experience using a data-focused approach in day-to-day leadership situations and strategic tradeoff analyses.</p></li><li><p>Intellectual curiosity and passion to learn new skills and model a culture of continuous learning, mentoring, and coaching.</p></li><li><p>Bachelor’s degree in Computer Science, Information Technology, or related field.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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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