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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A Fidelity Stock Plan Services (SPS) Senior Communication Manager (SCM) is a self-starter and an integral member of a Plan Sponsor’s service team. They are responsible for developing creative and strategic multichannel participant communication plans for our SPS clients. The SCM proactively collaborates with clients and business partners to execute high-quality, effective, and efficient communication strategies. They are passionate about maximizing the Communication &amp; Education (C&amp;E) offering and resources across Fidelity to help plan participants make the most of their equity compensation and their Fidelity account.</p><p>This SCM will support the implementation of new stock plan clients as well as and corporate action projects such as mergers, spin-offs, etc. They participate in the implementation project team (led by an Implementation Project Manager) and are responsible for managing the participant communications workstream.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>BS/BA required</p></li><li><p>Effective at project management and problem-solving for high-complexity processes and programs</p></li><li><p>Ability to provide excellent service while effectively influencing strategic clients toward best practices</p></li><li><p>History of managing complex client relationships</p></li><li><p>History of collaborating and establishing positive relationships with teammates and business partners</p></li><li><p>Excellent strategic and analytical thinking coupled with outstanding communication skills</p></li><li><p>Ability to uncover and anticipate needs, synthesize feedback, and develop effective communication strategies</p></li><li><p>Demonstrates curiosity, initiative, and ownership, seeking out opportunities to drive progress and transformation</p></li><li><p>Experience in developing and executing marketing strategies or communication programs</p></li><li><p>Experience working with equity compensation preferred</p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong>Job Responsibilities:</strong></p><ul><li><p>Support 10-15 projects at a time</p></li><li><p>Create and execute participant communications and education required for assigned projects</p></li><li><p>Complete all communication deliverables in a timely fashion</p></li><li><p>Provide clear and thorough communication to the client and the Implementation Project Manager regarding workstream deliverables</p></li><li><p>Maintain high customer satisfaction as evidenced in project surveys</p></li><li><p>Engage in robust discovery to uncover communication requirements</p></li><li><p>Promptly triage and address all communications-related queries</p></li><li><p>Recommend solutions and guide new plan sponsors through communications best practices</p></li><li><p>Introduce new plan sponsors to Fidelity’s C&amp;E offering</p></li><li><p>Enable ongoing communications based on plan requirements</p></li><li><p>Use data to assess the effectiveness of applied communications strategies</p></li></ul><p><strong>The Team</strong></p><p>Stock Plan Services (SPS) provides companies with administration for their equity compensation programs, including stock options, restricted stock/restricted stock units, employee stock purchase plans, stock appreciation rights and performance plans. Our team, SPS Marketing, Communications &amp; Insights, delivers valuable insights and innovative programs that help drive SPS client growth &amp; retention and participant engagement with their equity plans and Fidelity. We help millions of participants take advantage of their equity awards and understand how Fidelity can help with their broader financial needs through our Brokerage and Wealth offerings. We are committed to understanding customer needs, staying on top of industry trends, and evolving our strategies to ensure we are delivering results for our clients &amp; Fidelity. </p><h3>Certifications:</h3><h3>Category:</h3>Communication<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

Senior Communication Manager, Stock Plan Services

<h3>Job Description:</h3><p><strong>Strategic Talent Sourcing Partner</strong></p><p>Are you passionate about connecting people with opportunity in creative and meaningful ways? Do you love solving complex puzzles and uncovering hidden talent? If so, we’d love to meet you!</p><p>As a <strong>Strategic Talent Sourcing Partner</strong> within Fidelity’s Talent Acquisition team, you’ll play a critical role in identifying and engaging exceptional talent across the enterprise. You’ll use advanced sourcing tools and techniques to uncover passive candidates, build relationships, and present top talent to hiring leaders. This is a highly collaborative role where your curiosity, creativity, and strategic mindset will help shape our hiring success.</p><ul><li>Research and identify passive talent using AI tools and sourcing platforms (e.g., HireEz, ZoomInfo, LinkedIn).</li><li>Engage candidates through personalized outreach via email, text, phone, and social platforms.</li><li>Share compelling stories about Fidelity’s mission, culture, and opportunities to spark interest.</li><li>Partner with Talent Acquisition Partners and Hiring Managers to understand hiring needs and build inclusive sourcing strategies.</li><li>Contribute to continuous improvement by bringing fresh ideas and a growth mindset to the team.</li></ul><p>​</p><p><strong>The Skills and Expertise You Bring</strong></p><ul><li>4+ years of direct sourcing experience, with a proven track record of identifying and engaging passive talent.</li><li>Proficiency with sourcing tools such as HireEz, ZoomInfo, LinkedIn, and other AI-driven platforms.</li><li>A naturally curious and resourceful approach to talent discovery.</li><li>Strong communication and relationship-building skills.</li><li>A passion for diversity, equity, and inclusion in hiring.</li><li>Experience in financial services is a plus, but not required.</li></ul><p>​</p><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>Team</strong></p><p>The Strategic Sourcing Team is passionate and collaborative group of sourcing professionals who thrive on curiosity, creativity, and connection. We’re energized by the hunt for exceptional talent and committed to building meaningful relationships and strong pipelines of talent. Whether we’re brainstorming new strategies or celebrating a great hire, we support each other and share a common goal: shaping the future of Fidelity by bringing in the best and brightest.</p><h3>Certifications:</h3><h3>Category:</h3>Human Resources<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>

Strategic Talent Sourcing Partner

<h3>Job Description:</h3><h3><strong><em>IT Audit Manager</em> </strong></h3><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </p></li></ul><ul><li><p>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </p></li></ul><ul><li><p>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </p></li></ul><ul><li><p>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </p></li></ul><ul><li><p>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </p></li></ul><ul><li><p>Knowledge of authentication, authorization, and credential management. </p></li></ul><ul><li><p>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </p></li></ul><ul><li><p>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </p></li></ul><ul><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </p></li></ul><ul><li><p>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </p></li></ul><ul><li><p>Commitment to innovative, collaborative, and digital working style. </p></li></ul><ul><li><p>Strong presentation, written, and interpersonal communication skills. </p></li></ul><ul><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </p></li></ul><ul><li><p>Curiosity and hunger to learn. </p></li></ul><p><strong>The Team</strong> </p><p>The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: </p><ul><li><p>Works with business and technology management to build an understanding of complex functions. </p></li></ul><ul><li><p>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </p></li></ul><ul><li><p>Leverages audit automation tools in the evaluation of business operations and systems. </p></li></ul><ul><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </p></li></ul><ul><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </p></li></ul><ul><li><p>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </p></li></ul><ul><li><p>Coaches and mentors Analysts and Senior Analysts on the team. </p></li></ul><ul><li><p>Builds deep working relationships with audit teams and clients. </p></li></ul>The base salary range for this position is $97,000-$154,000 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>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>Audit

IT Audit Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The primary objective of this role is to protect the firm from losses related to customer trading and borrowing activities across all lines of business while delivering outstanding customer service. You will be responsible for market risk analysis and monitoring to identify risks that exceed internal parameters and then helping to drive the issues to resolution.</p><p><strong>The Expertise You Bring</strong></p><ul><li>Bachelor's degree in Finance or related field</li><li>3+ years business experience within a large-scale financial services environment</li><li>Series 7 preferred</li><li>Proven understanding of the brokerage business, operations &amp; accounting, margin and option strategies</li><li>Must be able to demonstrate strong investigative and analytical skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have a strong sense of accountability and ownership in your work</li><li>You are a proactive, driven leader with the ability to operate effectively from the conceptual stage through to a successful implementation</li><li>You have strong analytical, influencing, and interpersonal relationship skills</li><li>You demonstrate the ability to make timely, informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems</li><li>You have excellent relationship and partnership skills to build networks across organizations</li><li>You have the ability to effectively communicate complex concepts to influence key decision-makers through a combination of knowledge, reasoning, and relationships</li><li>You demonstrate expert analysis and decision making skills</li><li>You have excellent presentation skills and the ability to communicate effectively up, down, and across the organization</li><li>You are able to present complex information in a way that is easy for others to understand and articulate a point of view in a compelling and succinct manner</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Monitoring and analyzing of margin and cash accounts triggered by real-time trading, securities/money movement activities and market volatility while mitigating exposure</li><li>Ensuring customer accounts maintain sufficient capital to withstand a wide range of probable and possible market conditions/events</li><li>Communicating directly with all lines of business on account escalations</li><li>Monitoring of Correspondent Proprietary trading and allocation accounts </li><li>Overseeing Correspondent Capital Markets trading activity trade-away</li><li>Assisting in evaluating real-time exception requests across the Market Access program</li><li>Coordinating with other risk groups and team members when reviewing escalated Micro-Cap exceptions</li><li>Daily Reporting and tracking of risk processes, and exceptions</li></ul><p><strong>The Team</strong></p><p>The candidate will join a dynamic and closely-knit Market Risk Team working in Jersey City. The team watches the markets closely, evaluates and interprets financial and statistical information and is responsible for assisting in the development, enhancement and testing of the risk management system. The team works closely with business partners and other risk and control functions.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $67,000-$105,000 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>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>Risk

Market Risk Analyst

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Walnut Creek, CA

<h3>Job Description:</h3><p><strong>Actuarial Assistant</strong></p><p>Fidelity Investments Life Insurance Company (FILI) is looking for an Actuarial Assistant to help drive our future state of reserve modeling and valuation for our life and annuity products. Be part of a team with wide-ranging strengths that builds, promotes, and supports Fidelity’s outstanding future state experience!</p><p><strong>The Role</strong></p><p>As Actuarial Assistant, you support reserve valuation for all products. You use FIS Prophet actuarial software to model financial projections which provide the basis for determining reserves, Risk Based Capital and assessment of reserve adequacy for this business.</p><ul><li><p>Perform experience analysis and annual assumption review regarding key valuation assumptions including mortality, lapse, withdrawal, expense and other assumptions</p></li><li><p>Support monthly and quarterly valuation processes</p></li><li><p>Assist in developing analysis and documentation needed to complete annual regulatory filings</p></li><li><p>Promote continuous improvement of the valuation environment, including valuation controls</p></li><li><p>Respond to company auditor and state examiner questions based on periodic audits</p></li><li><p>Key member of a small team who demonstrates initiative as a self-starter</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>At least two years of actuarial experience</p></li><li><p>At least three SOA exams completed</p></li><li><p>Experience with R, Python, Visual Basic, SQL, or other programing languages</p></li><li><p>Strong critical thinking and problem-solving skills</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Investments Life Insurance Company provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having our annuity and life insurance solutions as options is a strategic advantage for personal investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility and protect against premature death and unforeseen long-term care costs.</p><h3>Certifications:</h3><h3>Category:</h3>Actuarial<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>

Actuarial Assistant

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $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>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Mountain View, CA

<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>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 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Rancho Cucamonga, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions?</p><p>We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Cash Management Squad, part of the Business Enablement Chapter.</p><p><strong>Responsibilities of the job will include the following</strong>:</p><ul><li>Focus on improving the customer experience, platform modernization, and innovating new mobile experiences related to cash and payments.</li><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements</li><li>Participating in and leading readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p><strong>Expertise</strong></p><ul><li>Bachelor’s degree or equivalent with minimum of 5+ years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills</li><li>While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work</li><li>Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li></ul><p><strong>Skills</strong></p><ul><li>Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work</li><li>Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>General understanding of the financial services industry</li><li>Proven experience in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, manage stakeholders, and maintain a positive can-do demeanor</li><li>Strong collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel</li></ul><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>

Consultant, Business Enablement, Cash Manager

<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<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>

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