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<h3>Job Description:</h3><p>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. </p><p><strong>The Role</strong> </p><p>This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. </p><p>This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </p></li></ul><ul><li><p>Bachelor’s Degree required / MBA or other advance degree a plus </p></li></ul><ul><li><p>Minimum 7 years related product or industry experience / Fidelity experience desirable </p></li></ul><ul><li><p>Series 7 and 63 required (can be attained in role) </p></li></ul><ul><li><p>Approximately 15-25% travel requirement </p></li></ul><p><strong>Proven Skills and Experiences You Bring</strong> </p><ul><li><p>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </p></li></ul><ul><li><p>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </p></li></ul><ul><li><p>Strong listening skills to identify internal and external customer needs. </p></li></ul><ul><li><p>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </p></li></ul><ul><li><p>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </p></li></ul><p><strong>The Value You Deliver</strong> </p><ul><li><p>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </p></li></ul><ul><li><p>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </p></li></ul><ul><li><p>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </p></li></ul><ul><li><p>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </p></li></ul><ul><li><p>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </p></li></ul><ul><li><p>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </p></li></ul><ul><li><p>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </p></li></ul><p><strong>The Team</strong> </p><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider. </p>The base salary range for this position is $95,000-186,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3><p><strong>Process Excellence Senior Analyst </strong></p><p><strong>The Role</strong></p><p>This Process Excellence Senior Analyst is a results-oriented, team player with great interpersonal skills and can work collaboratively across departments and teams. This person will set a vision and strategy at the 'capability' level and define initiatives accordingly for the Operations team. You ensure each initiative is heading toward the overall future state, in line with vision, customers, and market context. They understand delivery of business value at the portfolio level; change course based on feedback and changing consumer landscape. You serve as an advocate and subject matter expert for their assigned business area(s), working with clients, business partners and leadership to align solution delivery plans to business strategy and objectives. They actively reach out to the broader organization, clearly communicating on the vision and progress of the work. At the 'initiative' level, you own short to medium-term planning for current and future Minimum Viable Features (MVFs). You direct the team toward achieving the vision and delivering real business value quickly and incrementally. They ruthlessly prioritize the work and continually search for ways to improve team efficiency.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>The Business Analyst is responsible for supporting multiple, concurrent development initiatives and plays a critical role in requirements gathering sessions, documenting test scenarios, user acceptance test cases/test plans and liaising with stakeholders in the risk, compliance, legal, business and technology areas. The Business Analyst will work with product area team members globally to develop an expert understanding of the business processes and solutions they will support, and will provide advice on appropriate methods, tools and processes to complete the required activities.</p><p>Included in the value that this role will deliver are:</p><ul><li><p>Developing deep domain expertise and understanding through work on these initiatives</p></li><li><p>Define roadmap and set an overall strategy/vision to direct and inform the team’s work - working closely with the manager to understand and drive alignment on the business strategy, goals, and objectives</p></li><li><p>Deliver business results and value to the product area – define specific and measurable objectives for the assigned product area and measure results</p></li><li><p>Serve as the voice of the product area - representing client needs and requirements to ensure they are well-understood and integrated into the team’s work</p></li><li><p>Oversee deliverables –prioritizing work through a well-organized backlog of user stories, and clearly communicating priorities and achievements</p></li><li><p>Support and enable the product area to get work done - regularly engaging with the product area to offer feedback on work-in-progress, clarify requirements</p></li><li><p>Working with Quality Assurance and business teams to ensure adequate test coverage of system changes/enhancements and ensure requirements are being met</p></li><li><p>Providing clear and concise communications to stakeholders</p></li><li><p>Creating project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking</p></li><li><p>Supporting Product Managers by providing input to project plans and project statuses. </p></li><li><p>Triaging any defects identified by the businesses, as needed</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>The base salary range for this position is $55,000-105,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis

Process Excellence Senior Analyst

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you passionate about shaping the future of ETFs in a rapidly evolving digital investment landscape? Fidelity is seeking a strategic and innovative leader to own and advance the ETF product strategy across our brokerage business, ensuring market differentiation and exceptional client experiences. This role offers a unique opportunity to influence how ETFs are positioned and delivered to millions of investors, collaborate across key business units, and engage directly with senior leaders and external partners.</p><ul><li>Lead the ETF product strategy for Fidelity’s digital channels, aligning with client needs, competitive trends, and business priorities.</li><li>Drive cross-functional collaboration with Asset Management, Wealth Management, and other internal stakeholders to ensure seamless execution and alignment.</li><li>Develop and refine product strategies, pricing models, and value propositions that differentiate Fidelity’s ETF offerings.</li><li>Serve as a subject matter expert on ETF operations and market dynamics, providing insights that shape digital experiences and drive business outcomes.</li><li>Monitor competitive, regulatory, and industry trends, ensuring our ETF strategy remains innovative and compliant.</li><li>Represent Fidelity with executive presence in internal and external forums, presenting data-driven insights with strategic recommendations to senior leaders.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Deep expertise in ETFs complimented by diversified products such as mutual funds and model portfolios.</li><li>Proven ability to manage complex stakeholder relationships across multiple business units.</li><li>Strong analytical and strategic thinking skills; ability to turn insights into actionable outcomes.</li><li>Comfort presenting to senior executives and external partners, with exceptional communication and influencing skills.</li><li>Curiosity and creativity to identify new ways to engage customers and deliver differentiated ETF solutions.</li><li>5+ years in financial services with a minimum of 3 years specializing in ETF strategy or comparable product development.</li><li>Bachelor’s degree required; Series 7 preferred.</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><h3><strong>The Team</strong></h3><p>You’ll join a dynamic, growth-focused team dedicated to driving product innovation and the continued growth of our self-directed brokerage business. We work closely with Asset Management, Weal Management, FundsNetwork, and other partners to ensure Fidelity remains a leader in delivering diversified investment solutions that meet evolving investor needs.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

ETF Product Strategy Leader

<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 $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant- Edina, MN

<h3>Job Description:</h3><p><strong>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area. </strong></p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7 &amp; Series 63 licenses required, <strong>66 preferred</strong></li><li>Series 66 required within 90 days of hire</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><p>CERTIFICATIONS:</p><p>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) </p><p>COMPANY OVERVIEW</p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.<br><br>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Retirement Planner - Phoenix, AZ

<h3>Job Description:</h3><p><strong>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area. </strong></p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>Series 7 &amp; Series 63 licenses required, <strong>66 preferred</strong></p></li><li><p>Series 66 required within 90 days of hire</p></li><li><p>2+ years of experience in a customer service or sales role preferred</p></li><li><p>Knowledge of tax exempt retirement products and services highly desirable</p></li><li><p>Previous phone center experience preferred</p></li><li><p>Demonstrated ability to deliver exceptional customer results</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>Your comprehensive understanding of the current market, economy, &amp; economic trends</p></li><li><p>Your robust consultative, influencing and communication skills</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Strong time management and prioritization skills</p></li><li><p>Your receptiveness to feedback and willingness to adapt to change</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</p></li><li><p>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</p></li><li><p>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</p></li><li><p>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</p></li><li><p>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</p></li><li><p>Understanding and articulating Fidelity Viewpoints to provide general education to clients</p></li><li><p>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><p>CERTIFICATIONS:</p><p>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)</p><p>COMPANY OVERVIEW</p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.<br><br>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Retirement Planner - Atlanta, GA

<h3>Job Description:</h3><p><strong>Director, Fixed Income Strategy</strong></p><p><strong>The Role </strong></p><p>This is a new position, reporting to the VP of Fixed Income Strategy and working alongside two other Directors of Fixed Income Strategy in Fidelity’s Brokerage Product Strategy organization. The Director’s primary responsibilities will be in the development and curation of a defined set of bond cusips for their display, and in ensuring their successful trading, on Fidelity.com.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Expertise and Skill You Bring</strong></p><ul><li>The work will involve creating and maintaining a database that will distill this list from our wider list of bond offerings by integrating multiple data sources and reference libraries.</li><li>The Director will partner with the Municipal Supervisory Principal (MSP) to gain an understanding of how Fidelity’s existing bond offering is compiled and monitored on a daily basis.</li><li>The Director is expected to become proficient in performing the required inventory and trade reviews in partnership with the MSP, and independently.</li><li>Thorough developing an understanding of Fidelity’s fixed income brokerage business the Director will be able to fully contribute to the team’s process of, competitor monitoring, idea-screening and evaluation, and in the prioritization of new product development proposals.</li><li>You will have the opportunity to work with internal Distribution, Research, and Delivery partners as well as outside vendors.</li><li>The range and scope of the work is broad, operating at both an operational level and in acquiring the knowledge to be able to understand and accurately quantify anticipated impact of future product proposals.</li><li>A bachelor’s degree in economics, business, or STEM field. Advanced degrees a plus.</li><li>An interest and knowledge in investing and in fixed income markets in particular.</li><li>Proficiency in data analysis, Excel or other database skills. Coding abilities a plus.</li><li>A passion for product development and to create software products that will be valued by customer and outshine those of Fidelity’s competitors.</li><li>Strong presentation skills.</li><li>A team player who enjoys a high degree of work autonomy while also being committed to becoming a reliable and accountable colleague.</li></ul><p><strong>The Team </strong></p><p>The Fixed Income Strategy team is responsible for ensuring the day to day operating capabilities of Fidelity’s individual bond &amp; CD brokerage offering, as well as setting the strategic direction for future product development. As such the team works closely with partners across Fidelity such as Brokerage Delivery, Brokerage Marketing, Fidelity Capital Markets, Procurement, as well as several Technology organizations across the Firm.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Fixed Income Strategy

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

Financial Consultant- Franklin, TN

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

Investment Consultant  Franklin, TN

<h3>Job Description:</h3><p><strong>The Department</strong><br>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity's investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.<br> </p><p><strong>The Position</strong><br><strong>Portfolio Analyst, Private Credit</strong><br><br>SAI has established a growing team to support the investment process and execution of private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments.</p><p>The Private Credit Portfolio Analyst will report to the Group Leader of Fundamental Model Management and work closely with the Private Credit Portfolio Manager to support investment decisions, financing, analytics, reporting, monitoring and executions of private credit investments. </p><p>From a day to day the role will include, but not limited to:</p><ul><li>Collaborate closely with the investment teams, finance specialists, tax, legal, and compliance to deliver finance support during investment, divestment, restructuring, and loan financing activities.</li><li>Manage line of credit and leverage facilities for private fund</li><li>Manage key financial controls for asset portfolios – i.e. cash management, expenses, and liquidity</li><li>Lead as deal execution point of contact with external and internal counterparties</li><li>Partner with operations team to fulfil all operational requirements, including liaising with banks on funding requirements</li><li>Oversee investment holdings, review periodic valuation and performance analytics</li><li>Use tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business</li><li>Support ongoing and ad-hoc analyses</li><li>Identify gaps in current workflow and take a proactive approach to drive operational front-mid-back process improvements and efficiencies, and reduce operational risks</li></ul><p>This role provides an exciting opportunity to join a growing team designing the investment process, resources and platform.<br> </p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Bachelor’s Degree or equivalent experience required, MBA or CFA optional</li><li>Minimum of 3-5 years in the direct lending / private credit space</li><li>Knowledge of warehousing, finance, lines of credit, supporting deal teams as they originate, close and fund new direct lending transactions</li><li>Previous experience in negotiating and managing of credit arrangements for new business and renewals of existing credit arrangements</li><li>Proven ability to interact with, assess, and build relationships internally as well as externally, with investment teams, attorneys, banks, agents and other deal sources</li><li>Previous experience with deal closing, including credit agreement documentation and or other relevant legal documentation</li><li>Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights</li><li>Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business</li><li>Proven ability to work collaboratively in team environments</li><li>Strong proficiency in Microsoft Office</li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p>The base salary range for this position is $90,000 - $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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

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