field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Fidelity Investments

Workplace Planning Associate - Merrimack, NH

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Dublin, CA

<h3>Job Description:</h3>Job DescriptionWe are seeking an exceptional Individual Contributor Director Engineer to lead our cloud platform engineering initiatives. This is a high-autonomy IC role focused on solving complex cross-functional and cross-domain engineering problems while driving technical excellence across asset management business unit.As an IC Director Engineer, you will demonstrate strategic understanding of asset management priorities and drive technical decisions with broad scope to solve critical business problems. You will assess and define problem spaces before product teams define requirements, possessing strong technical experience, risk assessment capabilities, and the ability to navigate different perspectives and priorities. This role connects strategic objectives set by senior leadership with the technical work delivered by engineering teams.You will work on complex software engineering problems, implementing the highest quality technology solutions while providing context and technical direction. Your focus will be on defining technical solutions, documenting processes, and ensuring engineering excellence through hands-on technical leadership.The TeamYou will be joining Asset Management Technology Foundations team, a dynamic engineering organization that values technical excellence, innovation, and cross-functional collaboration. Our team works on cutting-edge cloud infrastructure, platform scalability, and modernization initiatives that impact multiple product domains across asset management business unit.The team culture emphasizes:<ul><li>Technical Leadership: Providing thought leadership and mentoring other engineers</li><li>Innovation Focus: Deep technical work driving innovation and engineering excellence</li><li>Cross-functional Impact: Influencing architecture, engineering standards, and cross-team strategies</li><li>Community Building: Leading design working groups, tech communities, and architecture partnerships</li><li>Strategic Alignment: Partnering with Engineering Leadership, Business, Product, and Design teams</li></ul>The Expertise You Bring Technical Leadership &amp; Architecture<ul><li>12+ years of experience in software infrastructure or platform engineering, including 5+ years of deep experience with AWS Services and Kubernetes</li><li>Deep hands-on expertise in Kubernetes ecosystem: EKS, Helm, ArgoCD, autoscaling, resource limits/quotas, and operator frameworks (e.g., KEDA)</li><li>AWS Architecture Mastery: VPC, IAM, ECS/EKS, Lambda, S3, Route 53, CloudWatch, and security best practices</li><li>Infrastructure as Code (IaC) proficiency with Terraform, CloudFormation, and AWS CDK</li><li>Cloud Modernization Leadership: Proven experience leading multi-region deployment or enterprise-wide platform transformation efforts </li></ul>Platform &amp; DevSecOps Excellence<ul><li>FinOps &amp; Cost Optimization: Champion FinOps principles with expertise in cost governance, resource optimization, and usage transparency across engineering teams</li><li>Security &amp; Compliance: Good understanding of cloud security, compliance frameworks, and operational maturity (PCI, SOC2, resilience patterns)</li><li>DevSecOps Integration: Partner with security, platform, and engineering teams to drive best practices including IaC, policy-as-code, and supply chain security</li><li>CI/CD &amp; Observability: Provide technical leadership and hands-on support for Kubernetes, ingress/egress controls, observability, and CI/CD pipelines</li></ul>Emerging Technologies &amp; Innovation<ul><li>Cloud-Native Technologies: Evaluate and introduce emerging technologies, improving developer velocity, platform stability, and cost efficiency</li><li>Multi-Cloud Strategy: Drive global consistency in infrastructure design, multi-account strategies, networking patterns, and identity models across regions</li></ul> The Skills You Bring Strategic &amp; Communication Skills<ul><li>Cross-functional Influence: Excellent ability to influence stakeholders and lead without authority across engineering, product, and business teams</li><li>Strategic Communication: Clear, strategic communicator capable of engaging engineers and executives alike</li><li>Technical Vision: Ability to articulate and evangelize bold technical vision for your domain, decomposing complex problems into practical solutions</li></ul>Leadership &amp; Mentoring<ul><li>Technical Mentorship: Actively coach teams and engineers across chapter areas, influencing product leaders and business partners</li><li>Community Leadership: Lead, sponsor, and mentor design working groups, tech communities, and architecture partnerships within the organization</li><li>Change Leadership: Navigate complex organizational dynamics with strong communication skills to lead change throughout the asset management technology organization</li></ul>Problem-Solving &amp; Innovation<ul><li>Systems Thinking: Break down complex architectures into designs, innovate and perform POCs, implement frameworks and patterns</li><li>Solution Architecture: Lead and review technical solutions and code, with focus on engineering excellence and quality technical solutions</li><li>Risk Assessment: Strong understanding of risk assessment and ability to navigate different perspectives and priorities</li></ul> The Value You Deliver Platform &amp; Infrastructure Impact<ul><li>Shape Next-Generation Infrastructure: Drive the evolution of cloud-native infrastructure at global scale, defining the technical foundation for growth</li><li>Trusted Technical Advisor: Serve as a key technical advisor to senior leaders, helping define the future of platform architecture and operating models</li><li>Engineering Excellence: Work with top engineering minds to solve challenging problems in performance, reliability, security, and velocity</li></ul>Strategic Business Outcomes<ul><li>Technical Roadmap Leadership: Lead technical vision, strategy, and roadmap for AWS cloud architecture and Kubernetes-based orchestration across multiple product domains</li><li>Cost Optimization: Drive significant cost optimization through FinOps principles, resource governance, and architectural efficiency improvements</li><li>Platform Scalability: Architect scalable, secure, and resilient multi-tenant platforms supporting microservices, serverless, and container-based workloads</li></ul>Organizational Development<ul><li>Talent Development: Lead the way in creating next-generation talent, mentoring internal talent, and actively recruiting to build our engineering community</li><li>Technical Standards: Influence architecture, engineering standards, and cross-team strategies that impact the entire technology organization</li><li>Innovation Culture: Handle multiple strategic initiatives simultaneously, ensuring teams have the technical vision and communication skills to lead organizational change</li></ul>Nice to Have<ul><li>Experience with cloud cost optimization tools such as Cloudability</li><li>Exposure to multi-cloud or hybrid-cloud environments (AWS + Azure/GCP)</li><li>Familiarity with cost optimization strategies, FinOps, and cloud spend visibility</li><li>Exposure to Kafka, API gateways, feature flagging, or internal developer platforms (IDPs)</li><li>Background in regulated industries like fintech, healthcare, or telecom</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Director, Cloud Engineering (Individual Contributor)

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Portland, Vancouver, Beaverton, TigardAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Client Support Specialist - Greater Portland, OR Area (REMOTE)

Workplace Planning Associate - Smithfield, RI

<h3>Job Description:</h3><h3>Job title</h3>Senior Compliance Advisor<h3>The Team</h3>Fidelity Institutional Compliance is looking for a Senior Compliance Advisor to cover Fidelity Capital Markets (FCM). FCM is the trading arm of Fidelity Investments, executing equity, option, and fixed-income securities trades on behalf of institutional clients as well as many of Fidelity’s other businesses.The Senior Compliance Advisor will be responsible for providing a range of support to a trading desks and product areas within FCM. The advisor will provide technical and interpretative guidance to FCM personnel.The Expertise You Have (The order of these bullets do not matter)<ul><li>College degree required, business major preferred.</li><li>MBA or law degree a plus.</li><li>Prior trade reporting compliance or product experience (i.e., CAT, CAT CAIS, LOPR, ACT, 605/606) is required. Or similar experience with a securities regulator.</li></ul><h3>The Skills You Bring</h3><ul><li>Subject matter expertise in one or more of the following areas: equity and options trade reporting platforms or operational trade support.</li><li>An in-depth understanding of the securities markets and associated regulations.</li><li>Strong written and oral communication skills. Written documents include compliance notices, written supervisory procedures, assessments, and presentations. Oral communications range from daily interactions with desk staff to the ability to explain issues accurately and succinctly to compliance and business management.</li><li>Ability to proactively identify core regulatory and compliance issues in a fluid trading environment.</li><li>Effective relationship building skills to interact with colleagues and business partners.</li><li>Interpersonal skills with an ability to partner, interact, collaborate, build trust, problem solve, and seek to influence staff from all levels of the organization.</li><li>Accountability and ownership of issues and initiatives, with an ability to independently exercise good judgment and see projects through to completion</li><li>Ability to thrive in a fast-paced environment while managing multiple priorities</li><li>Intellectual curiosity and sharp investigative skills, as well as strong analytical and problem-solving skills</li></ul><h3>The Value You Deliver</h3><ul><li>Provide advisory support to FCM Equity and Options trading desks and supporting operations.</li><li>Develop and maintain written supervisory procedures, compliance policies and other documentation.</li><li>Implement necessary Compliance changes due to new or amended regulatory requirements applicable to product areas.</li><li>Support the introduction of new products and service initiatives by providing advice and developing the appropriate Compliance requirements, supervisory infrastructure and control framework.</li><li>Design and deliver targeted training to business personnel.</li><li>Assist regulatory inquiries/exam staff in responding to relevant regulatory matters.</li><li>Remain abreast of emerging regulatory issues that may impact Fidelity by analyzing relevant enforcement matters, subscribing to key industry periodicals and being an active participant in industry groups such as SIFMA, FIF, and ICI.</li><li>Partner with compliance colleagues and business partners on regulatory matters and surveillance issues.</li></ul>The base salary range for this position is $85,000-$143,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Compliance Advisor

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto<h3>Client Support Specialist</h3>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul>The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service

Client Support Specialist - Greater San Jose, CA Area (REMOTE)

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Edina, Oakdale, Minnetonka, Brookfield, MiddletonAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Client Support Specialist - San Antonio, TX Area (REMOTE)

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>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>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Investment Consultant - Chandler, AZ

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT<h3>Client Support Specialist</h3>We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.<h3>The Purpose of Your Role</h3>As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.<h3>The Value You Deliver</h3><ul><li>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</li><li>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>Series 7 required</li><li>Series 63 preferred (paid training &amp; support provided)</li><li>2-3 years of previous experience working in the financial services industry</li><li>Strong technological savvy and comfort with learning how to use new tools</li></ul><h3>The Skills You Bring</h3><ul><li>You have a broad-based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Ability to effectively influence others and use consultative skills to enrich the customer experience</li></ul><h3>Our Investments in You</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.The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

25,455 Jobs