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<h3>Job Description:</h3><p><strong>JOB TITLE: </strong><strong>Director, Sales Enablement</strong></p><p>This position requires planning and organizing resources across Institutional Wealth Management Services (IWMS) to win and convert business from competitors. Evaluating opportunities, communicating, and coordinating action plans in partnership with the sales team and stakeholders across IWMS and FI are key to our success. The successful candidate must be able to be a strategic thinker, multi-task and work effectively with all levels of management.</p><p><strong>The Role</strong></p><p>The Director, Sales Enablement partners alongside the IWMS Sales team through the stages of a prospect engagement and critical initiatives to drive scale and efficiency to each of the sales segments. These include the following key elements:</p><ul><li><p>Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements.</p></li><li><p>Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties</p></li><li><p>Participate in the planning and sales execution strategy for Clearing and Custody prospects plays alongside the Segment Management Teams.</p></li><li><p>Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions.</p></li><li><p>Fostering relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>10+ years of relevant Financial Services: B/D, direct RIA, Custody within the Brokerage industry</p></li><li><p>Bachelor’s Degree – Required, MBA – Preferred</p></li><li><p>Series 7, 63 Licenses – Preferred/Required within 90 days</p></li><li><p>A comprehensive understanding of the Fidelity Institutional and IWMS Organization. Including wealth management marketplace, technology solutions, investment products, capital markets and operations.</p></li><li><p>Excellent project management skills to track progress, drive and implement critical sales programs. including prioritizing and managing multiple prospects simultaneously.</p></li><li><p>Strong consultative, listening, communications and analytical skills; ability to balance strategy and execution in leading everyday work.</p></li><li><p>Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.</p></li><li><p>You are proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format.</p></li><li><p>Excellent communication skills (written, verbal, and presentation) with the ability to influence C level, executive presence.</p></li><li><p>Learning attitude; positive approach to experimentation and failure.</p></li></ul><p><strong>The Team</strong></p><p>The Director, Sales Enablement role is a key member of the Market Enablement organization within IWMS. Market Enablement is responsible for planning and enabling the execution of initiatives for the Client Relationship Group to help our clients and prospects engage effectively with IWMS. Key partners include leadership across the Client Relationship Group, Marketing, Practice Management, Finance, Legal and Compliance, among others.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director Sales Enablement

<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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Morristown, NJ

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>We are looking for a Director of Fidelity Technology Strategy &amp; Planning who will demonstrate strategic, analytical, problem-solving, and communication skills to drive our strategy and run business operations across Technology. You will work across the technology organization to support development of the strategy and enable technology planning, business &amp; performance management processes. You will deliver results as both an individual contributor and through influence in a highly matrixed, fast-paced organization. </p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li>Bachelor’s Degree with 10+ years of strategy &amp; business leadership experience (in technology a plus) </li></ul><ul><li>You have helped developed the strategic direction for a team or organization and worked with leaders to build consensus around shared priorities, milestones and measures, and accountability. </li></ul><ul><li>You have used a variety of communication strategies, tools, frameworks, and media that develop clarity, collaboration and trust. You are a good listener who can find common threads &amp; connect the dots in a complex environment. </li></ul><ul><li>You can partner with senior leaders, collaborate with members of their teams and peers, and establish relationships to develop and implement strategic plans. You can establish trust and credibility with senior partners. You are accomplished at interacting with and influencing executive level individuals. </li></ul><ul><li>You are highly organized, with a consistent track record to prioritize work and the ability to facilitate meetings, track action items and drive completion. </li></ul><ul><li>You are able to work effectively in a fast-paced environment and to handle stress, as well as to adapt to rapid changes in information, process, direction, or immediate workflow </li></ul><p><strong>The Team</strong> </p><p>This dynamic team is a part of the Fidelity Technology Strategy &amp; Planning Domain within Enterprise Technology and is responsible for driving our technology strategy, managing performance against the strategy, and managing business routines &amp; operations for Fidelity Technology leadership. The team works with a wide stakeholder network of technology, strategy, finance, and HR leaders across Enterprise Technology &amp; the broader technology function. </p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Fidelity Technology Strategy & Planning

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a Data Science Associate to join the Fidelity Digital Asset Management business and report directly to the VP, Data Science. This role will work in a small team of blockchain engineers and quant developers supporting the Research, Trading, Risk and Operations functions.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Minimum of 2 years of relevant professional experience in financial engineering, technology or quantitative investment functions with practical experience querying on-chain data and/or deploying smart contracts</p></li><li><p>Bachelor or Masters degree in a quantitative discipline (e.g. engineering or computer science)</p></li><li><p>Experience in working with various blockchain implementations including EVM, Cosmos SDK, or Solana and the associated codebase</p></li><li><p>Proficiency in more two or more of the following languages: Python, Javacript, Go, Solidity, Rust, DAML</p></li><li><p>Hand-on experience with tools/frameworks like OpenZepplin, Hardhat, Ganache, Mythril, Truffles and related testing libraries like Waffle and Chai</p></li><li><p>Proficiency in complex data extraction or processing using Python, SQL, Snowflake</p></li><li><p>Familiarity with advanced quantitative techniques and models to drive optimization, classification, inferences or forecasts</p></li><li><p>Ability to work as a member of a highly responsive teams handling engineering critical issues from the day-to-day rigors of an operationally critical analytic environment</p></li><li><p>Collaborative, creative and team-oriented approach to R&amp;D, investing and technology. Ability to work across teams whose skill sets span blockchain infrastructure, smart contracts, trading, and risk management</p></li><li><p>Evidenced problem-solver across highly technical and quantitative projects within financial services</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation.</p><p>#cryptojobs </p>The base salary range for this position is $85,000-$179,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Data Science (Blockchain) Associate

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>Join our dynamic Fintech team at Fidelity as a Business Consultant, where you'll play a pivotal role in developing innovative financial planning tools. As part of our agile Goal Based Profiling Squad, the Business Consultant collaborates closely with developers, designers, and partners to ensure our solutions meet the evolving needs of our users. This position combines big-picture vision with practical execution, making it a great opportunity for candidates passionate about innovation and financial technology.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or equivalent experience with 8 + years’ professional experience or Masters’ degree with 6+ years is required</li><li>3+ years in financial planning experience, with project management or product development background preferred with a passion for financial wellness!</li><li>Experience working with deployment and enablement teams to bring digital experiences to market</li><li>Product development skills, including crafting business requirements and understanding system requirements.</li><li>Can work in a fast-paced and frequently ambiguous environment.</li><li>Thinks strategically about end-to-end experiences, implementation, and measurement.</li><li>Enabling work across business units and teams to ensure the best client experiences.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The Client Investment Performance squad is working to create digital pathways between goal based planning and goal based investing. We build innovative digital experiences that leverage industry leading methodologies designed to provide our customers with optimal asset allocation and product recommendations. The primary objective of our squad is make it easy for our customers to find and implement products and offerings that best align with their household financial plan.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Consultant, Financial Planning & Advice

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Sarasota, FL

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Wealth Planner - Altamonte Springs, FL

<h3>Job Description:</h3><p><strong>Team Leader, Client Services</strong></p><p><strong>Please note, this position is available at a Grade 6 or 7</strong></p><p><strong>'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><p>Is it time to explore new challenges in your career?</p><p>With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Proven Leadership Experience</p></li><li><p>Previous Management or Leadership Experience in financial services is a plus</p></li><li><p>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</p></li><li><p>Your ability to balance leadership and supervisory responsibilities</p></li><li><p>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</p></li><li><p>Your experience with regulatory and compliance practices and rules</p></li><li><p>Your relationship expertise, leading with empathy and enhancing team cohesion</p></li></ul><p><strong>The Support You Receive</strong></p><p>We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.</p><p><strong>Our Investments in You</strong></p><p>We believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Coaching and developing a team of associates to deliver an outstanding experience to our clients</p></li><li><p>Enabling your team to drive outstanding client service interactions/ results</p></li><li><p>Helping associates realize their own personal definitions of success</p></li><li><p>Ability to inspire associates to deliver their best</p></li><li><p>Partnering with associates to build personalized plans that support their development towards career goals</p></li><li><p>Protecting the Fidelity brand through active supervision of associate interactions and transactions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li></ul><p>We believe in being #Different Together</p><p>Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.</p><p>We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><p>#PIRCLeader</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Client Services, Team Leader

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

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