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<h3>Job Description:</h3><p>To Be Updated prior to posting</p><h3>Certifications:</h3>Series 07 - 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>

Fidelity Investments

Branch Leader - Tulsa, OK

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. </p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions. </p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing. </p><p><strong>Licensing and Experience</strong> </p><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position. </p></li></ul><ul><li><p>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry. </p></li></ul><ul><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory. </p></li></ul><p><strong>Key Responsibilities:</strong></p><ul><li><p>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities. </p></li></ul><ul><li><p>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction. </p></li></ul><ul><li><p>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business. </p></li></ul><ul><li><p>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals. </p></li></ul><ul><li><p>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc. </p></li></ul><ul><li><p>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings. </p></li></ul><ul><li><p>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors. </p></li></ul><ul><li><p>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution. </p></li></ul><p><strong>Strategic Book Management</strong> </p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business. </p></li></ul><ul><li><p>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving. </p></li></ul><ul><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions. </p></li></ul><ul><li><p>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics. </p></li></ul><ul><li><p>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business. </p></li></ul><ul><li><p>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests. </p></li></ul><ul><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts. </p></li></ul><ul><li><p>Provides analysis and advice to resolve the needs of internal/external customers. </p></li></ul><ul><li><p>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately. </p></li></ul><ul><li><p>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. </p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship 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>

Vice President, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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>Relationship Management

Planning Consultant - Millburn, NJ

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.</p><p>This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.</p><p>This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve infrastructure related to the investment process.</p></li><li><p>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</p></li><li><p>Collaborate closely with other investment and technology professionals within the division.</p></li><li><p>Explain complex quantitative concepts to non-technical people.</p></li><li><p>Monitor, measure, and attribute portfolio risks and returns.</p></li><li><p>Take initiative and demonstrate leadership skills to advance the investment process.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>These attributes are indispensable:</p><ul><li><p>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</p></li><li><p>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</p></li><li><p>Very strong interpersonal skills and an eagerness to work in a team environment</p></li><li><p>Understanding of financial markets and financial theory in the context of investment management</p></li><li><p>Strong facility with applied mathematics and statistics</p></li><li><p>Demonstrated expertise in technical and financial problem solving</p></li></ul><p>These attributes are preferred:</p><ul><li><p>Advanced degree in a discipline of science, technology, engineering, or mathematics.</p></li><li><p>Experience with callable bond models, asset allocation, security selection, and risk models.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Fixed Income Quantitative Analyst, Municipal Bonds

<h3>Job Description:</h3><p>Are you a seasoned, thoughtful employee benefits and HR communications leader who thrives in a fast-paced environment and enjoys juggling multiple projects at once? Join our Employee Experience Design team and make an impact through strategic storytelling, innovative solutions and collaboration.</p><p>The Role</p><p>You’ll be a key part of our cross-functional consulting team, partnering with Fidelity’s external clients—large plan sponsors who administer their employee benefit programs through Fidelity. Here’s what you’ll do to support our clients as they make changes to, boost awareness and understanding of and drive employee engagement in their benefit programs:</p><ul><li>Lead business development opportunities—Identify client challenges and goals, articulate solutions, develop fee estimates and project scopes, close sales, and spearhead business growth initiatives </li><li>Craft communication and change management strategies—Conduct research and analyze data to establish behavior change goals and success metrics, facilitate audience analysis, identify traditional and innovative communication channels, draft key messages, and guide/support discussions about branding and graphic design</li><li>Lead all aspects of project implementations—Prepare project plans and/or direct team members, and lead creation and delivery of project deliverables, including drafting, peer reviews, client edits, graphic design and print/digital distribution; requires managing multiple projects, timelines and vendors with precision and flexibility</li><li>Manage client relationships—Collaborate across internal and external teams to ensure our clients’ objectives are met, we deliver accurate, high-impact work and establish long-term annuity relationships.</li><li>Develop team members—Model Fidelity leadership principles, support talent growth and capabilities and, in some instances, serve as people manager</li></ul><p>The Expertise and Skills You Bring</p><p>You bring a growth mindset and a passion for continuous learning and improvement. Your strong writing and editing skills help you communicate clearly and effectively across audiences and formats. You’re a thoughtful listener and creative problem solver who thrives in collaborative environments and can confidently advocate for yourself and others. With experience managing multiple priorities and working across teams, you stay organized and adaptable in fast-paced, client-facing settings. You value inclusivity, build trust through your work, and influence outcomes through thoughtful communication. You also understand how organizational communication supports change, engagement and culture.</p><p>Your skills and qualifications also include:</p><ul><li><p>Employee compensation and benefits knowledge and subject matter expertise</p></li><li><p>Consultative selling</p></li><li><p>Employee experience and total rewards strategy and branding development</p></li><li><p>Employee value proposition creation and implementation</p></li><li><p>Workshop design and facilitation</p></li><li><p>Storytelling and creative briefs</p></li><li><p>Project management</p></li><li><p>Data analysis and insight development</p></li><li><p>People management</p></li><li><p>Bachelor’s degree (English, Marketing/Communications or related field preferred); Master’s degree (Business, Organizational Change, etc.) or other advanced certification a plus</p></li><li><p>10+ years of experience</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p>The base salary range for this position is $103,000-$218,000 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>Consulting

Employee Experience Design, Senior Consultant

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FI Organization is seeking a Lead ETF Specialist with tried subject matter expertise in capital markets, ETF solutions, business development, and the competitive landscape. The specialist acts as an extension of our investment and product teams acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. In this role you will support all channels including broker-dealer, RIA, banking, and insurance. The specialist will develop new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, the candidate will collaborate with asset management to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s ETF business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA or equivalent graduate degree a plus</p></li><li><p>CFA preferred</p></li><li><p>10+ years of sales or product experience with significant experience with ETF’s</p></li><li><p>Series 7 and 63 licenses required</p></li><li><p>Maintains excellent communication, presentation, and interpersonal skills</p></li><li><p>Must have in depth knowledge of Fidelity and competitive products</p></li><li><p>Excellent time management and organizational skills are critical to success</p></li><li><p>Validated ability to successfully build and be a great partner within the intermediary channel</p></li><li><p>Confirmed ability to implement and apply needs-based selling techniques and strategies</p></li><li><p>Marketplace credibility to represent the investment process as well as the overall Fidelity organization most effectively in client, consultant, and industry conference speaking engagements</p></li><li><p>Capital market perspectives that influence investment solutions</p></li><li><p>Lead on and off platform sales discussions with home office gate-keepers, advisors, and consultants</p></li><li><p>Track record of successful client interaction and follow-up is required</p></li><li><p>Ability to build internal partnerships and relationships in a team environment</p></li><li><p>Ability to influence decisions and direction across FI and in intercompany relationships</p></li><li><p>Ability to travel 50%</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.</p>The base salary range for this position is $70,000 - $175,000 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><h3>Category:</h3>Sales

Vice President ETF Strategist

<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<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>

Investment Consultant - Austin, TX (Domain)

<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, 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>

Financial Consultant - Fort Worth, TX

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Head of Advanced Trading is responsible for driving Fidelity’s Advanced Trader retail offering. This includes management of our Advanced Trading solutions such as Options, Margin, Securities Lending, and the strategic direction of our Advanced Trader platforms and customer experiences. They will define key customer offerings and lead the strategy to drive customer growth and adoption. This position reports directly to the Head of Fidelity Brokerage Product Strategy. The team’s mission is to be the catalyst for growth and innovation by bringing to market solutions that help customers achieve their financial goals.</p><p><strong>Key Responsibilities</strong></p><ul><li><p>Develop and communicate the Advanced Trading strategy based upon a comprehensive understanding of customer needs, competitive market offerings, client/customer experience, and positioning of existing and new offerings.</p></li><li><p>Leads the visioning that defines new initiatives and opportunities that drive acquisition, development, and/or retention of customer segments.</p></li><li><p>Build business plans inclusive of revenue modeling, pricing, and expenses while setting priority, sequencing and phasing of deliverables, and the go-to-market strategy with key value propositions.</p></li><li><p>Partner closely with product delivery, marketing, and distribution to develop, manage and execute the strategy.</p></li><li><p>Work closely with senior leaders on integrating the product strategy within their business to effectively shape priorities for the team.</p></li><li><p>Partner with marketing to define go-to-market strategies to grow customers and increase market share</p></li><li><p>Communicate strategy for regulatory and legislative trends, and the client/customer experience.</p></li><li><p>Provide market facing commentary to the media, clients and key relationships through partnering with our Business Development, Relationship Management, Public Relations and Client Service teams.</p></li><li><p>Establish and maintain strategic partnerships with vendors or other market participants.</p></li><li><p>Manage a team of strategists that assist with roadmap development, feature design, business planning, and KPI management.</p></li></ul><p><strong>The Skills and Expertise You Bring</strong></p><ul><li><p>MBA or equivalent is preferred.</p></li><li><p>Series 7 or 24 preferred</p></li><li><p>15+ year of experience in financial services</p></li><li><p>Advanced Trading markets or relevant brokerage experience with similar investment vehicles</p></li><li><p>Proven track record leveraging data to identify go to market offerings</p></li><li><p>Defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.</p></li><li><p>Strong communication skills, capable of interacting with executive leadership and influencing at all levels of the organization</p></li><li><p>Continuous improvement approach and encourage and enable an agile way of working.</p></li><li><p>Leadership skills with a focus on critical thinking, creativity, and execution.</p></li><li><p>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Product 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>

Head of Advanced Trading

<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>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

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