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<h3>Job Description:</h3><p><strong>Director, Digital Assets Operations</strong></p><p><strong>The Role</strong> </p><p>In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. </p><p>This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Bachelor’s Degree or equivalent</li><li>8+ Years of experience preferred</li><li>Effective written and verbal communication</li><li>Experience with fund operations including administration, accounting, valuation, and custody</li><li>Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution</li><li>Investment operations including trading, portfolio analytics, performance, and compliance</li><li>Portfolio transition management</li><li>Transferable skills include risk management, compliance, and project management</li><li>Bachelor’s Degree or equivalent experience. CAIA and /or CFA is a plus.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to</p><h3>Certifications:</h3><h3>Category:</h3>Product 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>

Fidelity Investments

Director, Digital Assets Operations

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Platform Product Manager/Trading Consultant, you blend extensive Product &amp; Project management experience with deep trading lifecycle expertise for individual securities and Fund products with a passion for creative problem solving. Applying knowledge of the full range of Fidelity IWMS trading integration capabilities, institutional client offerings, and execution services, you will be the Product lead for various offerings and provide trading workflow consulting and solution engineering to help clients and prospects identify and achieve the most efficient outcomes for their business. Visual thinkers with strong organizational skills are likely to thrive in this role.</p><p>You’ll bring – or quickly develop – expertise in the operational and regulatory considerations applicable to broker dealers and Investment Advisers trading through and away from their clearing broker/custodian. You will cultivate a strong internal network to draw in experts as needed in service of client objectives.</p><p>In this role you will meet, engage, and present to prospective and existing clients. Additionally, you’ll interact regularly with other teams in the Fidelity IWMS brokerage businesses, sales and relationship managers, and internal and external partners.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s or equivalent with demonstrated ability at a financial services firm or service provider to the industry. Would typically expect +/- 10 years of experience. Brokerage experience required.</li><li>Solid understanding of the registered investment advisor and/or broker-dealer marketplace.</li><li>Deep knowledge and experience with securities transaction workflows from order entry through to clearance and settlement.</li><li>In depth knowledge of various security types: equities, fixed income, options, mutual funds, structured products, etc.</li><li>Experience engaging clients in onsite and offsite environments; comfortable and confident with senior level audiences.</li><li>Adept in discovery conversations and navigating through ambiguity to identify underlying client business challenges.</li><li>Skilled in balancing priorities of simultaneous projects, with strong time management and organizational skills.</li><li>Strength in analytical and problem-solving skills.</li><li>Strong written and oral communication skills with experience presenting to Senior Mgmt and C-Suite clientele.</li><li>SIE &amp; Series 7 licensing required within 90 days of hire.</li></ul><p><strong>The Team </strong></p><p>As part of Fidelity IWMS, the Trading Solutions group develops and supports key offerings for our Clearing and Custody clients. As a member of the product team, you will contribute by applying your skills to deliver high quality solutions that benefit our clients and help them service their unique needs. You will play a substantial role in identifying key requirements, benefits, and end goals for our products. You will collaborate across the organization to produce solutions that are effective and line up with the firm’s strategic goals.</p><p>Note: This req is not considering candidates that require sponsorship.</p>The base salary range for this position is $110,000-$185,000 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>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>Series 07 - FINRA<h3>Category:</h3>Product Management

Director, Product Management - IWMS Platform and Technology

<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 $56,000 - $72,000 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 - Mission Viejo, CA

<h3>Job Description:</h3><p><strong>Vice President, Architecture – Lead Architect for API Ecosystem Simplification Program</strong></p><p>This role is responsible for driving the strategic direction and implementation of the API Ecosystem Simplification program. This leader will partner across teams to ensure alignment and drive consistency and security in architecture implementations across the enterprise. Steers program direction with executive level leadership team. Provides clarity and guidance to team members on competing priorities, work sequencing, and impediment removal.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>15+ years of proven experience in architecture, analytics, design, and development of enterprise solutions in multiple technology platforms, frameworks and languages.</p></li><li><p>Proven leadership in an architecture organization, demonstrated ability to mentor, influence and partner with engineering and product teams to deliver scalable robust solutions.</p></li><li><p>Understanding of financial services technology architecture including brokerage, capital markets, and related middle-office systems.</p></li><li><p>You stay current with emerging security threats, technologies, and architectural approaches. </p></li><li><p>Experience with designing and implementing solutions in AWS and Azure.</p></li><li><p>Experience with REST, GraphQL and other API types.</p></li><li><p>Expert communication skills with experience presenting to executive leadership and driving alignment across diverse groups of stakeholders.</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Evangelist for Fidelity Architecture and the API Ecosystem ensuring solutions, standards, and test practices meet Fidelity’s strategic goals to simplify, advance and protect our customers and the firm.</p></li><li><p>Proponent of automation to achieve and validate standards.</p></li><li><p>Demonstrated experience providing strategic technical and architectural mentorship to senior management, project team members and functional organizations.</p></li><li><p>Cultivating networks with people from across a variety of business units, functions, and locations.</p></li><li><p>Experience driving the adoption of enterprise standards and standard methodologies.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Collaborating with functional business teams, technical architects, and agile leaders to assess and develop comprehensive design solutions for complex business improvement opportunities that span the organization.</p></li><li><p>Partnering with enterprise architecture teams to implement consistent architecture standards.</p></li><li><p>Providing technical direction on multiple, sophisticated projects, initiatives, and products.</p></li><li><p>Providing thought leadership on emerging architectures including API, Cloud, UI, Security and Data.</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>

Vice President, Architecture – API Simplification Program

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, 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>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most 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>The base salary range for this position is $45,000 - $75,000 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 Representative - Walnut Creek, CA

<h3>Job Description:</h3><p><strong>Actuarial Assistant</strong></p><p>Fidelity Investments Life Insurance Company (FILI) is looking for an Actuarial Assistant to help drive our future state of reserve modeling and valuation for our life and annuity products. Be part of a team with wide-ranging strengths that builds, promotes, and supports Fidelity’s outstanding future state experience!</p><p><strong>The Role</strong></p><p>As Actuarial Assistant, you support reserve valuation for all products. You use FIS Prophet actuarial software to model financial projections which provide the basis for determining reserves, Risk Based Capital and assessment of reserve adequacy for this business.</p><ul><li><p>Perform experience analysis and annual assumption review regarding key valuation assumptions including mortality, lapse, withdrawal, expense and other assumptions</p></li><li><p>Support monthly and quarterly valuation processes</p></li><li><p>Assist in developing analysis and documentation needed to complete annual regulatory filings</p></li><li><p>Promote continuous improvement of the valuation environment, including valuation controls</p></li><li><p>Respond to company auditor and state examiner questions based on periodic audits</p></li><li><p>Key member of a small team who demonstrates initiative as a self-starter</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>At least two years of actuarial experience</p></li><li><p>At least three SOA exams completed</p></li><li><p>Experience with R, Python, Visual Basic, SQL, or other programing languages</p></li><li><p>Strong critical thinking and problem-solving skills</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Investments Life Insurance Company provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having our annuity and life insurance solutions as options is a strategic advantage for personal investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility and protect against premature death and unforeseen long-term care costs.</p><h3>Certifications:</h3><h3>Category:</h3>Actuarial<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>

Actuarial Assistant

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, 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>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most 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>The base salary range for this position is $45,000 - $75,000 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<h3>Category:</h3>Customer Service

Financial Representative - Mountain View, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Rancho Cucamonga, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions?</p><p>We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Cash Management Squad, part of the Business Enablement Chapter.</p><p><strong>Responsibilities of the job will include the following</strong>:</p><ul><li>Focus on improving the customer experience, platform modernization, and innovating new mobile experiences related to cash and payments.</li><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements</li><li>Participating in and leading readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p><strong>Expertise</strong></p><ul><li>Bachelor’s degree or equivalent with minimum of 5+ years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills</li><li>While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work</li><li>Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li></ul><p><strong>Skills</strong></p><ul><li>Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work</li><li>Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>General understanding of the financial services industry</li><li>Proven experience in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, manage stakeholders, and maintain a positive can-do demeanor</li><li>Strong collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

Consultant, Business Enablement, Cash Manager

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

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