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<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>Do you excel at helping clients to solve challenging issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective data quality solutions regarding their benefit programs.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li><p>Bachelor’s degree minimum, MBA degree a plus</p></li><li><p>5-8 years in project management, consulting, total benefits outsourcing administration and/or new business implementation</p></li><li><p>Defined Benefit implementation experience strongly preferred</p></li><li><p>You understand defined benefit plans</p></li><li><p>You have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutions</p></li><li><p>You have exceptional project management skills</p></li><li><p>You have a proven ability to manage a variety of sized, client facing program/project teams to successful completion</p></li><li><p>You excel at navigating and managing client and/or vendor relationships successfully.</p></li><li><p>Preparing project material including execution of analytical efforts to support key points and delivery (i.e., actively lead client meetings)</p></li><li><p>Proactively monitoring progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</p></li><li><p>Identifying, validating, and recommending changes to process designs (client, vendor, internal) that improve data quality current state and ongoing maintenance</p></li><li><p>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected</p></li><li><p>Building and maintaining successful relationships with clients, vendors, internal partners.</p></li></ul><p><strong><strong>The Team</strong></strong></p><p>The Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.</p><p>Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. Consultants perform the role of project manager managing a team of resources to deliver the timely and accurate completion of these efforts that achieve margin goals.</p>The base salary range for this position is $71,000-$120,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service

Fidelity Investments

Data Consultant, Defined Benefit Project Manager - Fidelity Workplace Consulting

<h3>Job Description:</h3><p>The mission of the penetration testing team is to protect Fidelity's assets and our customers’ livelihoods from the threat of exploitation by malicious adversaries. </p><p>The penetration testing team does this by proactively identifying vulnerabilities in our systems and serving as subject matter experts to enable the business units to mitigate them in a positive, collaborative, innovative manner. </p><p>Our Vision </p><ul><li><p>We aspire to be a best-in-class pen test team, with fully engaged, passionate members. </p></li><li><p>Producing high-quality work in a consistent, effective, efficient, customer-oriented manner. </p></li><li><p>Providing competitive advantage to the firm and serving as a differentiator in the marketplace. </p></li><li><p>Serving as a role model for others across the Enterprise and wider industry. </p></li><li><p>And driving advancement and research in the cybersecurity space. </p></li></ul><p>Fidelity has a large and diverse portfolio of products. This provides a varied and interesting role giving the team the opportunity to work on a multitude of different areas of the business. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>Bachelors degree or equivalent experience </p></li><li><p>3+ years of IT experience </p></li><li><p>1+ years of hands-on web application penetration testing / ethical hacking experience </p></li><li><p>Preferred:OSCP, GWAPT, GXPN, GPEN, LPT, CEH, CISSP or other industry security certifications. </p></li></ul><p>The <strong>Purpose</strong> of Your Role </p><ul><li><p>Lead testing efforts on Fidelity's web and mobile applications and supporting systems. </p></li><li><p>Replicate the actual techniques and tools used by malicious attackers in an effort to model potential external threats. </p></li><li><p>Upon completion of the assessment, you will prepare reports and present the results to application owners, developers, and business unit information security teams. </p></li><li><p>Analyse test results, draw conclusions from results, and develop targeted exploit examples. </p></li><li><p>Consult with operations and software development teams to ensure potential weaknesses are addressed. </p></li><li><p>Contribute to the research or development of tools to assist in the vulnerability discovery process. </p></li><li><p>Collaborate with other teams within Enterprise Cybersecurity to improve the overall security of Fidelity's applications and infrastructure. </p></li><li><p>Stay current on security best practices and vulnerabilities. </p></li></ul><p>The <strong>Skills</strong> You Bring </p><ul><li><p>Ability to demonstrate manual testing experience including all of OWASP Top 10 </p></li><li><p>Working knowledge of application security mechanisms such as authentication and authorization techniques, data validation, and the proper use of encryption </p></li><li><p>Technical knowledge of, and the ability to recognize, various types of application security vulnerabilities </p></li><li><p>Demonstrated experience with common penetration testing and vulnerability assessment tools such as nmap, Wireshark, Nessus, NeXpose, Kali, Metasploit, AppScan, WebInspect, Burp Suite Professional, Acunetix, Arachni, w3af, NTOSpider </p></li><li><p>Knowledge of a programming or scripting language such a C, C#, Python, Objective C, Java, Javascript, SQL, </p></li><li><p>Knowledge of Web Services technologies such as XML, JSON, SOAP, REST, and AJAX </p></li><li><p>Knowledge of web frameworks, including XML, SOAP, J2EE, JSON and Ajax </p></li><li><p>Experience with Enterprise Java or .NET web application frameworks, including Struts and Spring </p></li><li><p>Proven analytical and problem solving skills, as well as the desire to assist others in solving issues </p></li><li><p>Excellent interpersonal skills with a strong interest in the application security domain </p></li><li><p>Excellent communication and presentation skills and a proven ability to communicate threats and facilitate progress towards long-term remediation </p></li><li><p>Highly motivated with the willingness to take ownership / responsibility for their work and the ability to work alone or as part of a team. </p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Cybersecurity Penetration Tester

<h3>Job Description:</h3><h3>Phone Financial Consultant</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant, National Investor Center - Greenwood Village, CO

<h3>Job Description:</h3><p>The Network Core and Site Engineering (NCSE) team is responsible for the architecture, engineering, deployment, and support of the Fidelity network across the globe under a two squad model. Campus LAN/WAN squad supporting U.S. regional campuses and Investor centers, international campuses and WAN backbone and Data Center squad supporting Data center network fabric (overlay and underlay), Data center interconnects, co-location network infrastructure supporting connectivity to the cloud service providers.</p><p>The Principal Network Engineer on the Network Core and Site Engineering team is responsible for the design, engineering, and implementation of Fidelity Investments’ datacenter and co-location core network routing and switching with a focus on stability, automation, and innovation. Engineer and operate the VXLAN overlay and underlay network environments traversing multiple platforms, supporting Enterprise Infrastructure teams on projects including engineering and implementing new and upgrading existing network hardware, code certification as well as keeping the network secure through tactical change management. Additional duties include operational support and participation in on-call rotation.</p><p><strong>The Expertise You Have and The Skills You Bring</strong></p><ul><li><p>Experienced in engineering and supporting large scale enterprise infrastructure technologies for compute infrastructure connectivity over EVPN-VXLAN overlay networks.</p></li><li><p>Expert knowledge configuring and supporting HPE and Cisco networking platforms.</p></li><li><p>Network Engineering and Troubleshooting skills:</p><ul><li><p>Routing Protocols: BGP, OSPF, VRF, VPNs</p></li><li><p>Switched Protocols: PVST, RPVST, HSRP/VRRP</p></li><li><p>Monitoring Protocols: SNMP, Syslog, Telemetry</p></li></ul></li><li><p>Datacenter design and support experience:</p><ul><li><p>Overlay technologies – VXLAN</p></li><li><p>EVPN-BGP</p></li></ul></li><li><p>Experience with EVPN-VXLAN configuration and troubleshooting.</p></li><li><p>Documentation of complex technologies and topologies using Visio.</p></li><li><p>Knowledge of common network services (DNS/DHCP/HTTP/SSH)</p></li><li><p>Infrastructure automation experience and familiarity of scripting languages (bash/python/ansible) and interacting with Rest APIs</p></li><li><p>Implement code upgrade/hot fixes from vendors.</p></li><li><p>Provide technical support and assistance troubleshooting during on-call period and for impacting issues.</p></li><li><p>Familiarity with network observability and monitoring systems</p></li><li><p>Focused Curiosity, Initiative, Logical Mindset, Inquisitive, Communication (listening, speaking, writing, presentation), Time Management, Results driven, Tactical Planning</p></li><li><p>Computer Science/Network Engineering Bachelor’s degree or 5+ years of related experience</p></li><li><p>Cisco CCNA/CCNP/CCIE or other network engineer certifications preferred</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Principal Network Engineer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>You are a seasoned scientist with a deep understanding of GenAI, and a burning desire to unlock its mysteries in the context of a professional domain such as finance. You are excited about this once-in-a-lifetime opportunity to completely rethink the foundations of your discipline (Computer Science, AI, Finance) around an epoch-defining new technology (in this case, GenAI). You are at home in an applied technical group conceiving of, building and delivering first-of-a-kind knowledge-based applications. You have excellent collaboration skills and revel in working as part of a team to solve deep applied problems.</p><p><strong>You will have:</strong></p><ul><li>You have a PhD or Master's in AI/ML, Computer Science or Finance (with a background in Machine learning), with five years plus of industrial experience.</li><li>An understanding of how state-of-the-art LLMs can be induced to use explicitly supplied structured and unstructured information, their implicit world knowledge and their slow-thinking abilities to solve domain-specific problems (such as extraction, evaluation and comparison or argument structure in investing domains).</li><li>A grasp of logic- and ML-based AI techniques for knowledge extraction, representation and reasoning. Expertise in combining symbolic, logic-based representations (e.g. knowledge graphs, ontologies) with informal, text-based domain content to solve business problems</li><li>An understanding of how to deliver into production GenAI applications that can reliably process information in open-ended settings, e.g. by playing off state-of-the-art LLMs (from OpenAI, Google, Anthropic) against each other.</li><li>A track record of managing the "exploration vs exploitation" tradeoff to deliver innovative solutions for first-of-a-kind problems.</li><li>Deep expertise in Python, data-centric AI (ML) techniques, particularly as applied to text, tables, documents. Excellent knowledge of standard tools of the trade for machine learning engineers.</li></ul><p><strong>The Team</strong></p><p>We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Vice President, GenAI Technologies

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Accountant, you will be a key member of the Fidelity Investments Life Insurance ("FILI") accounting team. You will be responsible for supporting month-end close activities. In addition, you will assist in preparing quarterly regulatory filings and annual financial statements.</p><ul><li><p>Preparing journal entries, account reconciliations and management reporting schedules for the monthly and quarterly financial close;</p></li><li><p>Responsible for variance analysis to support reviews of financial results;</p></li><li><p>Collaborating with business partners to ensure accurate accounting and reporting;</p></li><li><p>Documenting intercompany and related party transactions;</p></li><li><p>Preparing audited financial statements and quarterly/annual regulatory filings;</p></li><li><p>Supporting the external audit process including preparing requested schedules; and</p></li><li><p>Streamlining processes and enhancing controls to improve efficiency of reporting.</p></li></ul><p><strong>The Expertise and The Skills You Bring</strong></p><ul><li><p>A Bachelor's degree in Accounting, CPA preferred</p></li><li><p>Minimum of three years’ experience in the Financial Services industry preferred but not required</p></li><li><p>Solid understanding of accounting principles and internal controls and experience preparing financial statements and related disclosures</p></li><li><p>Ability to multi-task and work under pressure to meet deadlines</p></li><li><p>Excellent written and verbal communication skills with the ability to interact effectively and confidently with all levels of management and business partners</p></li><li><p>Strong organizational skills with the ability to work independently </p></li><li><p>Knowledge of financial systems and dynamic reporting tools (i.e., Oracle and Free Form Planning reporting tools) and are proficient in Excel</p></li></ul><p><strong>The Team</strong></p><p>We play a key role ensuring that financial transactions are recorded accurately for financial reporting and protecting the firm's assets through our work in financial accounting, internal controls, and legal entity reporting. FILI, who is part of Fidelity’s Enterprise Services organization, provides annuity and insurance products that enable our customers to address their financial needs.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Accounting<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Accountant

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Service Representatives, also know as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. <a href="http://cdn-static.findly.com/wp-content/uploads/sites/1439/2024/03/27182704/TPBS-CRA-03-24-DEN-MMK-NC-SLC-SMT-WLK.pdf" target="_blank">(Learn More)</a> </p><p><em>Fidelity Investments does not offer work visas for this role</em></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Customer Service Representative- Merrimack, NH

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be </strong></p><p><strong>located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong></p><p>San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto</p><h3><strong>High Net Worth Representative</strong> </h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Jose, CA Metro area! While you will work from home, you must reside near the Greater San Jose, CA 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. </p><h3><strong>The Purpose of Your Role</strong> </h3><p>As a High Net Worth Representative, 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. </p><h3><strong>The Value You Deliver</strong> </h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, </p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests </p></li></ul><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided) </p></li><li><p>2-3 years of previous experience working in the financial services industry </p></li><li><p>Strong technological savvy and comfort with learning how to use new tools </p></li></ul><h3><strong>The Skills You Bring</strong> </h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience </p></li></ul><h3><strong>Our Investments in You</strong> </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. </p>The base salary range for this position is $46,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

High Net Worth Service Associate - Greater San Jose, CA Area

<h3>Job Description:</h3><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:</h3><h3>Henderson</h3><h3>High Net Worth Representative</h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Phoenix Metro area! While you will work from home, you must reside near the Greater Phoenix 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.</p><h3>The Purpose of Your Role</h3><p>As a High Net Worth Representative, 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.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</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.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - Greater Las Vegas, NV Area

<h3>Job Description:</h3><p><strong>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: </strong></p><p>Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc</p><p>As a High Net Worth Representative, 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.</p><p><strong>The <strong>Team</strong></strong></p><p> 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.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>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</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

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