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<h3>Job Description:</h3><h3>Financial Representative</h3>In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.<h3>The Expertise We’re Looking For</h3><ul><li>A college degree is encouraged yet not required</li><li>We feel customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients</li><li>Superb interpersonal, customer interaction and communication skills</li><li>We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 &amp; 63 licenses during your first six months</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success. <h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with customers</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Remarkable attention to detail and ability to prioritize</li><li>Computer literacy and experience working with multiple applications at once</li><li>Your organizational skills to manage multiple tasks simultaneously </li><li>Adept at assessing client needs through both verbal and non-verbal communication</li><li>Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center</li><li>Inventory management experience to ensure all client collateral and office supplies are in stock</li><li>Aspiration to partner with Fidelity’s clients to build long-lasting relationship and financial plans. </li></ul><h3>The Value You Deliver</h3><ul><li>A vital member of the team, you are offering support to Fidelity’s most wealthy and valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>How Your Work Impacts the Organization</h3>Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Minnetonka, MN

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. </li></ul>Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI26INT<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost 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.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.

Intern, Investor Center - Dallas, TX

<h3>Job Description:</h3>Education Consultant I Candidate ideally with reside in the Houston, TX area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you’re a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: <ul><li>Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. </li><li>Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite &amp; virtual, help desk style benefits fairs, and on demand recordings. </li><li>Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. </li><li>Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. </li><li>Strict adherence to business unit compliance requirements. </li><li>An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel &amp; expense policy. </li><li>Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. </li><li>Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s degree preferred and least 3 years of financial services experience </li><li>Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire </li><li>Customer facing experience </li><li>Demonstrated familiarity with Financial Planning Concepts </li><li>Presentation experience preferred </li><li>Demonstrated ability to independently problem solve/prepare for new challenges </li><li>Willingness to build professional, persuasive presentations with a clear call to action </li><li>Ability to achieve proficiency in fundamental workshop topics across Corporate &amp; TEM </li></ul><ul><li>Ability to conduct onsite &amp; virtual workshops (75% travel) </li><li>Bi-lingual/multi-language speaker a plus </li></ul>The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. <ul><li>Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. </li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. </li><li>Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. </li></ul>Joining WEPA means that you will: <ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors </li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants </li><li>WIN on behalf of our clients, our participants and Fidelity </li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com.Salary Grade: 6The base salary range for this position is $85,000-$143,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Communication

Education Consultant I - Houston, TX

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. </li></ul>Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI26INTThe base salary range for this position is $20 - $32 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Administration

Intern, Investor Center - San Francisco, CA

<h3>Job Description:</h3>The Fidelity Intern Program (FIDTERN Program) Fidelity’s full-time, paid, 10-week FIDTERN Program offers students the opportunity to contribute to meaningful, real-world work and projects as valued members of a dedicated team. Our program is designed to provide students with a firsthand experience of what it’s like to work here full-time. We deliver a best-in-class program experience to ensure interns feel a sense of belonging and community, while receiving critical training and development to be a future Fidelity associate. Here’s the experience you can expect to have as a FIDTERN: <ul><li>Professional &amp; Financial Development Sessions: Join exclusive webinars designed to equip you with essential skills for both your career and personal growth! Learn directly from senior leaders, sharpen your professional communication, explore strategies for maintaining well-being in the workplace, and build financial confidence through expert-led financial literacy workshops. </li></ul><ul><li>Mentorship: Opt-in to our intern mentorship program and connect with experienced professionals who will support your growth and help you navigate your career journey. </li></ul><ul><li>Regional Events: Build connections with leaders and fellow interns through engaging onsite experiences and unwind with your peers at fun local outings (like go-karting, pickleball, or bowling). </li></ul>The Role A finance internship at Fidelity is for candidates interested in analytical and back end of finance. Interns can expect more of an individual environment doing projects and tasks on their own, working in Excel, manipulating data. We are looking for students with more than proficiency in Excel – candidates must be comfortable with formulas and pivot tables. Day-to-day work will include updating financial and statistical information, automating processes &amp; reporting, analysis &amp; working with data, understanding how money moves through Fidelity, and financial modeling. This is a back of the office role with no client facing interaction. Finance internships include exposure to teams who provide detailed financial information to the company’s businesses, enabling them to strategically prioritize, and drive business performance! The Expertise and Skills You Bring <ul><li>Strong Excel skills </li></ul><ul><li>Data analysis </li></ul><ul><li>Communication skills </li></ul><ul><li>Time management </li></ul><ul><li>Leadership skills </li></ul><ul><li>Detail oriented </li></ul><ul><li>Have an interest in the analytical side of Finance </li></ul><ul><li>Eager to learn how money moves through a large company like Fidelity </li></ul><ul><li>Current college student (undergraduate or graduate) who will return to coursework after their summer internship </li></ul><ul><li>Availability for entire 10-week program from June 1st – August 7th, 2026, and required to align to our hybrid working model </li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>AdministrationMost 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.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.

Summer 2026 Undergraduate Internship - Finance

<h3>Job Description:</h3>The RoleAs a Product Delivery Director in Customer Solutions, you will work with the Group Squad Leader and Retirement &amp; Planning teams to help bridge business strategy to product delivery. You will lead end-to-end business analysis that accounts for plan participant, plan sponsor and operational requirements for new product offerings. You will execute on critical Financial Wellness initiatives around personalized messaging and insights as well as digital financial planning and channel strategy. Working in the Lifetime Financial Help product area, you will perform comprehensive analysis to understand requirements and assess end-to-end impacts across all functions to ensure delivery teams have the right inputs to deliver high-quality solutions. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across internal and external stakeholders. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.Note: Fidelity is not providing immigration sponsorship for this position.The Expertise and Skills You Have<ul><li>Exceptional product development skills including market / customer research, requirements and data analysis, use case development, product and process documentation</li><li>Ability to understand business strategy and collaborate with product leads to define the product vision and roadmap</li></ul>Experience informing solutions using business architecture tools and techniques such as:<ul><li>Business Capability Mapping: Experience in enterprise business capability modeling and analysis for current and target state</li><li>Journey Mapping: Experience building or working with journey maps to understand customer experiences and needs</li><li>Value Stream Mapping: Analyze value streams to identify and clarify needed business outcomes and drive efficiency</li></ul><ul><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Adept at storytelling and creating presentations to all levels on complex topics</li><li>Strong understanding of financial wellness offerings, digital product development, and workplace business, preferred</li><li>Ability to participate in technical discussions and work through solution options with technology partners</li><li>Establish and lead requirements gathering meetings, design sessions and planning sessions for large initiatives</li><li>Skilled at building effective relationships and influencing key partners in business, IT and Legal, Compliance, and Risk and others to connect people and work across the organization</li><li>Skilled at facilitating diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>10+ years business architecture/ business analysis / product management, ideally working in an Agile Scrum environment, with ability to work across multiple teams</li><li>Bachelor’s degree or equivalent experience required; MBA preferred</li></ul>The TeamThe Lifetime Financial Help equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees. Enabling them to confidently plan, save, invest, and ultimately achieve their financial goals.The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals, and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Product Delivery Director, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3>The Role: This opportunity provides a very broad range of support functions to various Fidelity Clearing &amp; Custody Solutions, Separately Managed Account and National Financial clients within Fidelity. As such, and with advances in technology, the Associate needs to have an aptitude for understanding sophisticated (and changing) workflows. They need to efficiently apply their knowledge and experience to the problem or task at hand, while having an appreciation of the impact their decisions may have on other stakeholders (i.e. customers, colleagues, client service, etc.) The Associate is empowered to be decisive and creative when it comes to solving business problems provided, they are consistent with policies and procedures. As a result, their decisions can have a significant impact on customer satisfaction and overall (perceived) client service!<ul><li>Operating under set procedures but demonstrating flexibility and creativity in making improvements and efficiencies</li><li>Applying open communication and collaboration throughout the group</li><li>Utilizing your ability to analyze a problem, obtain and evaluate information to support sound conclusions</li><li>Oversee and ensure timely and accurate allocations for equity and fixed income prime broker trades, and DVP/RVP Trade Aways.</li><li>Resolve issues with unallocated trades, incorrect allocations, money differences, trades that are not settling, clearing, or comparing, problem with confirms and bad account instructions, and closed accounts.</li><li>Timely and accurate resolution of all P&amp;S trade breaks, including trade-aways and step-ins</li><li>Build, maintain, and grow contacts with clients and other parties involved with trade allocation, clearance, and settlement</li><li>Analysis of internal operations, seeking ways to improve workflows through automation</li><li>Minimizing operational, monetary, and reputational risk</li><li>Acting as Subject Matter Authority on relevant projects as needed</li><li>Ability to support FTP file processing by submitting whitelisting requests and triaging client requests</li></ul>The Expertise and Skills You Bring: <ul><li>1-3 years of Capital Markets or Brokerage experience, preferably in trading or middle/back-office operations</li><li>Strong client service skills in a high paced diverse environment</li><li>Encouraged to pass SIE and Series 7 within 90 days of hire</li><li>Analytical and project management capabilities</li><li>Working independently with little direct supervision</li><li>Strong written and verbal communications skills are a must</li><li>Detailed knowledge of custody operations: such as Prime Brokerage and DVP/RVP flows</li><li>Confirmed understanding of comparison, clearance and settlement for fixed income products, equity, and options</li><li>Excellent digital literacy (Microsoft Word and Excel, including use of macros)</li><li>Incumbent must have good interpersonal skills, ability to process work accurately within established deadlines, customer focus, and be a standout colleague</li><li>Work with people across a large organization comprised of multiple business divisions</li><li>Aim to improve team efficiencies by applying personal experience and background</li></ul>Hours may range from 7:00 a.m. to 7:00 p.m.The Team:The objective of the Intermediary Support Associate is to provide high quality service and support to internal Fidelity customers and Fidelity Institutional business partners, and their clients! Product coverage includes Prime Brokerage and DVP/RVP Trade Away. In support of the various clients, we work closely with other middle office, back office, trade service, and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors. The team provides daily client service in a friendly and professional manner, thereby fostering long-lasting relationships with clients and their service teams. When vital, the team should use product and system knowledge to influence other internal and external partners such as technology, back office groups, compliance, legal, risk, finance, accounting, and vendors on behalf of Fidelity Capital Markets. We must adhere to and demonstrate the highest ethical standards at all times and ensure that their actions are consistent with defined policies and procedures.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><h3>Certifications:</h3><h3>Category:</h3>Brokerage OperationsMost 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.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.

Analyst, Intermediary Services

Intern, Investor Center - Chandler, AZ

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2025 internship has ended are eligible. </li></ul>Note: Our Summer 2025 internship assignment runs from June 2 - August 8, 2025 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI25INTThe base salary range for this position is $20 - $32 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Securities Industry Essentials (SIE) - Issuing Authority<h3>Category:</h3>Administration

Intern, Investor Center - San Diego (Rancho Bernardo), CA

<h3>Job Description:</h3>The Fidelity Intern Program (FIDTERN Program) Fidelity’s full-time, paid, 10-week FIDTERN Program offers students the opportunity to contribute to meaningful, real-world work and projects as valued members of a dedicated team. Our program is designed to provide students with a firsthand experience of what it’s like to work here full-time. We deliver a best-in-class program experience to ensure interns feel a sense of belonging and community, while receiving critical training and development to be a future Fidelity associate. Here’s the experience you can expect to have as a FIDTERN: <ul><li>Professional &amp; Financial Development Sessions: Join exclusive webinars designed to equip you with essential skills for both your career and personal growth! Learn directly from senior leaders, sharpen your professional communication, explore strategies for maintaining well-being in the workplace, and build financial confidence through expert-led financial literacy workshops. </li></ul><ul><li>Mentorship: Opt-in to our intern mentorship program and connect with experienced professionals who will support your growth and help you navigate your career journey. </li></ul><ul><li>Regional Events: Build connections with leaders and fellow interns through engaging onsite experiences and unwind with your peers at fun local outings (like go-karting, pickleball, or bowling). </li></ul>The Role Seeking incredible multi-taskers with strong problem solving and excel skills. Operations interns will work closely with clients and business partners to ensure the seamless delivery of Fidelity’s products and services through outstanding customer service support and detailed processing of transaction requests. Internship opportunities in operations could be aligned to a wide variety of business units, including but not limited to Client Experience, Healthcare Operations, Fidelity Fund &amp; Investment Operations, and more. The Expertise and Skills You Bring <ul><li>Highly organized and self-motivated </li></ul><ul><li>Time management </li></ul><ul><li>Accuracy &amp; attention to detail </li></ul><ul><li>Analytical and problem solver </li></ul><ul><li>Customer centricity &amp; satisfaction </li></ul><ul><li>Multi-task, prioritize, and meet deadlines </li></ul><ul><li>Effective communication </li></ul><ul><li>Flexibility to adapt to changing business needs </li></ul><ul><li>Data gathering and reporting </li></ul><ul><li>Process oriented </li></ul><ul><li>Current college student (undergraduate or graduate) who will return to coursework after their summer internship </li></ul><ul><li>Availability for entire 10-week program from June 1st – August 7th, 2026, and required to align to our hybrid working model</li></ul> Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $20 - $32 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Administration

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