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<h3>Job Description:</h3><p><strong>Financial Services Representative </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>What to expect…</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><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.</li><li><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.</li><li><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.</li></ul><p><strong>Advantages of our career development experience…</strong></p><ul><li><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.</li><li><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.</li><li><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.</li><li><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.</li></ul><p><strong>The expertise we’re looking for…</strong></p><ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul><p><strong>Our Investments in You</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><h3>Certifications:</h3><h3>Category:</h3>Customer Service<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

Financial Services Representative - Cleveland East, OH

Financial Services Representative - Carmel, IN

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Contact Center Modernization is a Top 25 initiative focused on ensuring Fidelity continues to differentiate in the live channels and make every interaction matter. This work impacts the experience of upwards of 35K agents that manage more than 70M yearly customer interactions through Phone, Email, and Chat channels. Come be part of a team that is redefining how associates in the live channel will interact with customers for years to come!</p><p>We are looking for a Director of Business Architecture who will be a senior member of the Business Architecture team responsible for shaping strategic technology investment decisions and guiding multi‑month, cross‑functional initiatives. This role sits at the intersection of business architecture, technology strategy, and financial analysis—translating complex business needs into actionable recommendations that advance our Contact Center modernization agenda.</p><p>As a senior engagement leader, you will shape strategic roadmaps by developing solution options and recommendations, leading high‑impact workstreams, directing small analyst teams, and partnering closely with senior leaders across Product, Technology, Architecture, Finance, and Operations. You will serve as a trusted advisor who brings structure to ambiguous problems, frames critical decisions, and drives alignment around future‑state capabilities.<br> </p><p><strong>Your responsibilities include:</strong></p><ul><li>Owning projects end‑to‑end, from problem framing through final recommendations.</li><li>Developing insights and actionable recommendations grounded in data and stakeholder input.</li><li>Ensuring quality and accuracy of analyses, deliverables, and team outputs.</li><li>Leading collaboration with Architecture, Finance, Product, and Operations to drive alignment and project success.</li><li>Managing dependencies, risks, and impediments, escalating when needed.</li><li>Partnering across levels of the organization to build alignment and guide project team members.</li><li>Creating clear, executive‑level communications that translate complex ideas into compelling recommendations.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p><strong>Leadership &amp; Consulting Skills</strong></p><ul><li>BA degree or equivalent work experience; MBA is a plus</li><li>10+ years of experience in business analysis, finance, business architecture, or transformation roles.</li><li> Or 7+ years of management consulting or equivalent experience (e.g., investment banking, corporate strategy), ideally with an MBA from a top-tier program.</li><li>Proven ability to lead multi-month, complex strategic engagements end-to-end, guiding small teams and influencing senior stakeholders without direct authority.</li><li>Senior-level communication skills, written and verbal, with the ability to deliver clear, executive-ready messages.</li><li>Strategic influence with demonstrated ability to align diverse stakeholders and drive decisions.</li></ul><p><strong>Business Architecture &amp; Strategy</strong></p><ul><li>Experience developing business capability models and translating them into actionable investment implications and architectural recommendations.</li><li>Strong background in top-down strategy development that connects high-level objectives to executable plans and measurable outcomes.</li><li>Track record of taking a whole-business view, applying top-down thinking to complement bottoms-up analysis.</li><li>Ability to synthesize business, technology, and financial perspectives to shape long-term investment decisions.</li></ul><p><strong>Execution &amp; Problem Solving</strong></p><ul><li>Ability to bring structure to ambiguity, create clarity out of complexity, and lead teams through change.</li><li>Demonstrated ownership mindset with a track record of delivering outcomes on high-stakes, cross-functional initiatives.</li><li>Experience leading day-to-day work of project team members, including planning, feedback, and quality control.</li><li>Data-driven decision making, using quantitative and qualitative inputs to recommend the best path forward.</li><li>Comfort operating in fast-paced, highly matrixed environments with shifting priorities.</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 operate within the Business Architecture Center of Excellence, collaborating with strategists, technologists, and business partners across the enterprise technology organization. The team partners broadly to define future‑state capabilities, evaluate investment pathways, and ensure alignment with firm‑wide priorities. Our culture emphasizes intellectual rigor, relationship‑building, and delivering measurable business value.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting Support<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, Business Architecture

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As an <strong>Associate Marketing Technologist </strong>on the Content Enablement team, you will support initiatives that enhance how we manage and deliver content across marketing and sales channels. In addition to collaborating with partners in marketing, sales, technology, and data, you will perform hands-on technical development work to build and optimize experiences in our sales enablement platforms. This role offers the opportunity to combine product strategy skills with technical expertise to transform business needs into innovative solutions that improve efficiency, optimize content workflows, and deliver tangible results.</p><p><br>Reporting to the <strong>Senior Manager, Marketing Technology</strong>, you will play a key role in supporting both martech and cross-functional workstreams. You’ll help align resources and priorities for technology enhancements, implement strategies for better content organization and delivery, and contribute to projects aimed at modernizing our content ecosystem. This is a chance to make a meaningful impact by bridging strategy and execution - turning complex challenges into streamlined, tech-driven solutions that scale across the organization.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree in Technology, Marketing, Business, or related field.</p></li><li><p>0–4 years of experience in digital marketing, sales enablement, tech consulting, product management, or related roles.</p></li><li><p>Proficiency in SQL and/or JSON for building and optimizing content experiences</p></li><li><p>Familiarity with content management systems, digital asset management tools, and sales enablement platforms</p></li><li><p>Understanding of taxonomy, metadata, and content tagging concepts</p></li></ul><ul><li><p>Ability to interpret marketing performance data and dashboards</p></li></ul><ul><li><p>Strong analytical skills with proficiency in Excel and/or data visualization tools</p></li></ul><ul><li><p>Experience facilitating cross-functional projects and timelines</p></li></ul><ul><li><p>Proactive problem-solving and adaptability</p></li></ul><ul><li><p>Technical aptitude with web technologies and integrations</p></li></ul><ul><li><p>Familiarity with API concepts and how they enable data exchange between systems</p></li></ul><ul><li><p>Experience with Seismic is preferred; ability to configure and customize Seismic experiences like custom LiveDocs is a plus</p></li><li><p>Foundational knowledge of financial services and asset management is preferred but not required</p></li></ul><p><strong>The Team</strong></p><p>This role is within the Digital Engagement and Martech Solutions department under the Institutional and Asset Management Marketing organization. The Content Enablement team features a dynamic group driving innovation across marketing technology and digital experiences. Our team focuses on enabling sales enablement, automation initiatives, and digital communities. Together, we deliver solutions that enhance engagement, streamline processes, and empower teams to achieve measurable business impact.</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

Associate, Marketing Technologist

Financial Services Representative - Ashburn, VA

<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 63 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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Little Rock, AR

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

<h3>Job Description:</h3><p><strong>Principal GenAI Engineer</strong></p><p><strong>The Role</strong></p><p>This is an individual contributor data science (with a focus on GenAI) role. The GenAI Technology team within Fidelity's Asset Management Technology is looking for a motivated data scientist with proven experience in machine learning, GenAI-related projects, and data science. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.</p><p>You will have:</p><ul><li>PhD or Master's in Data Science, Computer Science, Statistics, Physics, or Finance (with a background in Statistics), with 4+ years plus of industrial experience.</li><li>Experience working with LLMs for solving data science problems, information retrieval applications, clustering, and coding</li><li>Deep expertise in Python, as well as data-centric techniques including engineering principles for building efficient inference tools</li><li>Experience taking an application from research to production and realizing measurable value from it to the team or firm</li><li>Ability to work on and drive progress for multiple projects at the same time</li><li>Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions</li><li>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</li><li>Excellent planning, project management, leadership, and research skills</li><li>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations</li><li>Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research and LLMs to real-world data challenges</li></ul><p><strong>The Team</strong></p><p>We are a GenAI technology team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and appreciate the challenges that come from working with state of the art AI models.</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>Data Analytics and Insights

Principal GenAI Engineer

<h3>Job Description:</h3><p><strong><strong><strong><strong>Financial Services Representative </strong></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><strong>What to expect…</strong></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><strong>Advantages of our career development experience…</strong></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><strong>The expertise we’re looking for…</strong></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><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></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><strong>Our Investments in You</strong></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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Services Representative - Ft. Myers, FL

<h3>Job Description:</h3><h3>The Role</h3><p>We are seeking a motivated and detail-oriented individual to join the Inbound Paper Processing team. In this leadership role, you will support multiple Fidelity business units by performing mail receipt, and document processing. Your focus will be on ensuring accuracy, security, and customer satisfaction. As a <strong>Workleader</strong>, you will guide the team’s daily operations and collaborate with other leads across CTC to meet service level agreements (SLAs) and drive process excellence.</p><h3>The Expertise and Skills You Bring</h3><ul><li>Experience in a fast-paced operations environment</li><li>Strong self-motivation and ability to thrive in a team-oriented setting</li><li>Proven ability to manage tasks with accuracy and timeliness</li><li>Excellent verbal and written communication skills</li><li>Strong organizational skills with the ability to prioritize and manage multiple tasks under tight deadlines</li><li>Proficiency in navigating multiple applications and systems</li><li>Working knowledge of Microsoft Office tools (Excel, Outlook, Word, etc.)</li><li>Critical thinking and problem-solving abilities</li><li>High attention to detail and ability to maintain focus for extended periods</li><li>Ability to multitask and collaborate effectively with other team leads</li><li>Assist with the necessary reports and represent the manager or department as needed</li><li>Commitment to partnering with fellow Workleaders/Managers to improve processes and meet completion goals across Inbound</li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></em></p><h3>The Team</h3><p>The Inbound team plays a critical role in safeguarding customer assets by accurately and efficiently processing incoming transactions. Supporting all Fidelity business units, the team handles all incoming mail transactions. All processing is completed in alignment with internal service goals and regulatory requirements to ensure timely and accurate transaction handling.</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations<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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