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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A proactive collaborator who is digitally innovative and a problem solver seeking an excellent opportunity to elevate our wealth planning applications. Seek a great teammate who is passionate about our Wealth offerings, dedicated to improving applications for our Fidelity Wealth customers.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience</p></li><li><p>Knowledge of Fidelity Wealth Management offering, Wealth Solutions, and experience with Managed Accounts is preferred</p></li><li><p>Standout colleague with excellent communication, and project management abilities.</p></li><li><p>Experience identifying, and owning working with data to analyze, find opportunities, drive fact-based decision making, and measure results</p></li><li><p>Proficiency in an Agile way of working with experience collaborating and translating business requirements into action for designers and developers, including business acceptance testing, validation exercises, and release management.</p></li><li><p>Builds credibility and trust with diverse partners across varied business groups and understands how to influence without authority</p></li><li><p>Intellectually curiosity, with a continuous improvement approach, and models a culture of learning and coaching</p></li><li><p>Ability to balance business, operational, and technology needs with regulatory and audit requirements, collaborating and gaining agreement with Legal, Risk, and Compliance (LRC) as well as Audit (internal and external).</p></li><li><p>MBA, CFP or other related licenses or designations a plus</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Wealth SMA ( Separately Managed Accounts) &amp; Entity Profiling squad is a key part of the Wealth Implementation and Experience Product Area, within the Wealth Solutions Domain. This squad supports a suite of Wealth applications that our planning and service / operations associates use to deliver best in class planning experiences for our Fidelity Wealth clients. The team is a multi-functional group of individuals with product management, product delivery, content development, and platform expertise. A high level of collaboration with key partners across the Wealth Solutions domain, Investment Advisor Group, Investor Services, Strategic Advisers, Financial Solutions, Marketing, and Legal, Risk and Compliance is vital.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Consultant, Separately Managed Accounts

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

2 Project Management / Professional Services Jobs in Durham County