field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<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 63 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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Customer Service<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

Financial Representative - Chesterfield, MO

<h3>Job Description:</h3><p><strong>Note: Fidelity will not provide immigration sponsorship for this position</strong></p><p>We are looking for a new team member who can make an immediate impact and who demonstrates curiosity to learn, is willing to step up and take ownership of their projects and thrive by sharing knowledge. The Digital Asset Security Operations team within Fidelity Enterprise Cybersecurity (ECS) group provides cybersecurity security engineering and operational support for mission critical systems that provide cryptocurrency and blockchain related products and services. This role will interact with other members of the cybersecurity team as well as the Risk and Development team of our business partners. This role offers tremendous exposure to industry leading Cryptographic processes &amp; practices, hands-on exposure to Hardware Security Modules, exposure to Blockchain/Digital Currencies, and leading systems monitoring tools &amp; technologies.</p><p><strong>The Expertise You Have and The Skills You Bring</strong></p><ul><li><p>Bachelor's degree in computer science or equivalent technology discipline</p></li><li><p>6+ years of experience in a distributed IT Engineering and/or support function</p></li><li><p>2+ years of experience with implementing and supporting APIs, Key management &amp; Encryption products, and solutions.</p></li><li><p>Experienced with Docker/Kubernetes and container-based deployment practices.</p></li><li><p>AWS experience or desire to build cloud experience (e.g. certifications, training).</p></li><li><p>Self-starter, curious, collaborative, innovative, eager to learn.</p></li><li><p>Understanding of Cryptography/encryption concepts, methods, and processes.</p></li><li><p>Strong working knowledge of OS (Linux and Windows) from security point of view (configuration, hardening etc.).</p></li><li><p>Knowledge of deploying and managing APIs, and automation/scripting (Python/Bash, PowerShell etc.).</p></li><li><p>Hands-on experience in CI/CD and configuration management systems such as Github, Jenkins and Artifactory</p></li><li><p>Hands on experience with Hardware Security Modules (HSM) for key management is highly desired.</p></li><li><p>Good system analysis and problem-solving skills.</p></li><li><p>Understanding of Agile methodology and ability to work in a fast-paced Enterprise environment is desired.</p></li><li><p>You will be part of a highly talented Cybersecurity Dev/Ops team that designs, builds, and supports critical solutions for Fidelity cryptocurrency infrastructure.</p></li><li><p>Performing routine tasks of Incident, change and release management work in on-going operations support including source code control, build and deployment automation, configuration and change management, performing monitoring and log integration, server, and network security access control for cryptocurrency projects.</p></li><li><p>Performing systems security engineering work including designing/recommending new controls implementations, executing proof of concepts, researching new solutions for emerging threats and developing process improvements to improve cybersecurity controls.</p></li><li><p>Defining, implementing, and supporting authentication, authorization, monitoring, policy enforcement, access control and other security controls at server, system, network, and process levels for the production systems in cryptocurrency environment.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Senior Systems Engineer (Cybersecurity)

<h3>Job Description:</h3><h3>The Role</h3><p>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. <em>This position emphasizes Operations expertise; it is not a Technology role.</em></p><h3>The Expertise and <strong>Skills</strong> You Bring</h3><ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred).</li><li>5+ years project experience required (active participation and/or management)</li><li><h3>Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus.</h3></li><li>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.</li><li>Your strong verbal and written communication skills</li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.</li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.</li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.</li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.</li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.</li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.</li><li>Your extensive understanding of MS Office.</li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.</li><li>Experience with Confluence's Unity financial reporting software is a plus.</li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>The Team</h3><p>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Operations Readiness Leader

<h3>Job Description:</h3><p>Fidelity Fund Investment Operations (FFIO) Risk is seeking a strategic and experienced risk leader to direct and continually enhance our SOC 1 audit engagement program. This director-level role will be responsible for overseeing the end-to-end execution of three SOC 1 audit reports, overseeing change management routines that ensure the reports align with FFIO’s growth initiatives and needs of the report users, and building and maintaining strong relationships with internal business partners and external auditors. The ideal candidate will bring deep expertise in audit and control frameworks, a strong understanding of SOC 1 requirements, and the ability to translate business strategy into effective risk and control practices.</p><p><strong>The Businesses We Support</strong></p><p>This role supports FFIO. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics &amp; Digital Operations. The role works closely with other risk associates across FFIO Risk and other risk groups, the Asset Management Treasurer’s Office, and external audit teams.</p><p><strong>Key Responsibilities</strong></p><ul><li>SOC 1 Audit Leadership: Direct the planning, execution, and delivery of SOC 1 audits, including coordination with external auditors and internal stakeholders.</li><li>Control Environment Management: Oversee the design and effectiveness of key controls across FFIO’s operations. Identify and remediate control gaps.</li><li>Strategic Risk Alignment: Partner with business leaders to assess how FFIO’s growth initiatives impact SOC 1 control requirements and readiness.</li><li>Stakeholder Engagement: Build strong relationships with business units, technology teams, compliance, and external auditors to support audit execution and issue resolution.</li><li>Process Improvement: Enhance audit readiness, control documentation, and evidence gathering processes. Promote a culture of control ownership and risk awareness.</li><li>Reporting &amp; Governance: Provide regular updates to senior leadership on audit status, risks, and mitigation plans. Support governance and regulatory reporting as needed.</li></ul><p><strong>The Skills and Expertise You Have </strong></p><ul><li>Bachelor’s degree in Accounting, Finance, Business, or related field; advanced degree or certifications (CPA, CIA, CISA) preferred.</li><li>10+ years of experience in risk management, internal audit, or external audit, with a strong focus on SOC 1 engagements.</li><li>Deep understanding of control frameworks and audit methodologies.</li><li>Proven ability to connect business strategy with risk and control implications.</li><li>Exceptional communication and relationship-building skills.</li><li>Experience working in a complex, matrixed organization and managing cross-functional initiatives.</li><li>Familiarity with automation and data analytics in audit processes.</li><li>Ability to lead through change and influence cross-functional teams.</li><li>Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences.</li><li>Financial services or asset management background preferred.</li></ul><p><strong>Why Fidelity? </strong></p><ul><li>A company that is committed to innovation and being an industry leader</li><li>Access to top-tier technology platforms, tools, and frameworks</li><li>Ambitious positions and numerous opportunities for personal and professional growth</li><li>Competitive compensation and benefits package that includes bonus, health insurance, pension, life insurance and a variety of work/life programs</li></ul><p><strong>Company Culture</strong></p><p>At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

Risk Director – SOC 1 Audit Engagements

<h3>Job Description:</h3><p><strong>Job Title: </strong>Director, Asset Management Treasurers Office, Alternative Product Oversight</p><h3><strong>The Role</strong></h3><p>As a Director of Alternative Product Oversight in Asset Management’s Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.</p><p><strong>The Expertise And Skills You Bring</strong></p><ul><li><p>Bachelor’s degree in accounting preferable.</p></li><li><p>A minimum of 10+ years industry or equivalent experience</p></li><li><p>Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting</p></li><li><p>Exceptional research and analytical skills</p></li><li><p>A motivated self-starter committed to accuracy, quality and completion of tasks</p></li><li><p>Knowledge of operational risk management and internal controls, governance and oversight processes</p></li><li><p>Outstanding verbal, written and formal presentations communication skills</p></li><li><p>Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities</p></li><li><p>CPA a plus.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts </p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations

Director, Asset Management, Treasurers Office - Alternatives Oversight

<h3>Job Description:</h3><h3><strong>Job Title: </strong>Senior Manager Risk</h3><h3><strong>The Role</strong></h3><p>As a Senior Manager on the Fraud Risk &amp; Control (FRC) team, you will play a critical role in identifying and mitigating fraud risks across Fidelity’s products and business units. You will execute risk assessments, document key controls, and collaborate with partners to strengthen the enterprise fraud risk management framework. In this role, you will support end-to-end risk assessment processes, help stakeholders identify risks for existing initiatives, and promote a strong control environment by documenting risk and control statements. You will also champion process improvements, manage overlap with other compliance programs, and make actionable recommendations to enhance fraud prevention. Success in this position requires adaptability to changing priorities, the ability to work on multiple projects simultaneously, and a commitment to fostering an inclusive team environment.</p><h3><strong>The Skills and Expertise You Bring</strong></h3><ul><li><p>Bachelor’s degree required; equivalent experience considered</p></li><li><p>5+ years of experience in fraud, risk management, audit, or compliance within financial services</p></li><li><p>Strong knowledge of risk management practices and frameworks</p></li><li><p>Familiarity with systems such as Archer</p></li><li><p>Excellent analytical and problem-solving skills</p></li><li><p>Understanding of investment products (preferred)</p></li><li><p>Proven ability to identify and mitigate fraud risks</p></li><li><p>Proficiency in documenting and maintaining comprehensive control statements</p></li><li><p>Experience in risk assessment and control evaluation</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Decisive, action-oriented, and solution-focused mindset</p></li><li><p>Critical thinker with curiosity and creativity to challenge current practices and recommend improvements</p></li><li><p>Ability to manage multiple priorities in a fast-paced environment with minimal supervision</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>You will join the Fraud Risk &amp; Control team, a collaborative group dedicated to safeguarding Fidelity against fraud risks. The team partners with business units and compliance programs to promote a strong control environment and drive continuous improvement. Together, we champion an inclusive culture and adapt quickly to evolving business needs.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Manager, Risk

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant -Morristown, NJ

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> 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.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></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.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Services Representative - Chesterfield, MO

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>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><p>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.</p><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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Relationship Manager - Houston, TX (Highland Village)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FFIO Quality Management Director is a new strategic role responsible for the proactive identification of risk and establishment of controls to mitigate gaps in the control environment. This role requires an inquisitive, innovative and thoughtful leader to drive a culture of continuous improvement and collaborate with business partners on analyzing trends and identifying improvement opportunities. You will be required to engage across FFIO to create a robust control environment, leveraging automation and data analytics to identify and remediate control gaps and to manage the effective execution of key controls. Along with internal coordination and communication, you will work extensively with leaders of all operational areas, as well as FFIO Risk and Technology.</p><p>The role is expected to be both an executor and strategic contributor to the FFIO Digital Operations organization and participate in planning and delivering quality management training and education, associate development and other cross-organizational opportunities as needed.</p><p>· Collaborating with business partners on process improvement recommendations and resolution of issues</p><p>· Performing trend analysis of quality data to identify common root causes and determine improvement opportunities</p><p>· Communicating quality trends, outcomes and recommendations to senior leadership</p><p>· Deploying new control processes to reduce risk in the operating environment</p><p>· Handling escalated situations with appropriate urgency, context, and risk mitigation focus</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· A Bachelor’s degree</p><p>· Demonstrated experience in operations, process and /or quality management</p><p>· Communication &amp; Listening skills: Excellent written, presentation and interpersonal skills. An effective communicator for internal collaboration and senior leadership presentations</p><p>· Ability to navigate and influence across the organization</p><p>· Proven track record of successfully leading a team</p><p>· Analytical Problem solver: Able to assess information from multiple angles and break down complex information into concepts and data to drive insights and action</p><p>· You are a strong communicator with a consultative approach, with demonstrated ability to influence the outcome</p><p>· Strong project management and organizational skills; the ability to multi-task and prioritize concurrent assignments with a keen sense of urgency is imperative</p><p>· You use critical thinking skills and analysis to troubleshoot and present recommendations for process improvements</p><p><strong>The Team</strong></p><p>Fidelity Fund &amp; Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, integrated solutions, relationship management, and global product services.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>Certifications:</h3><h3>Category:</h3>Quality<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>

483 Fidelity Investments Jobs