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<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><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Burlingame, CA

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>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.</p><p>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.</p><h3><strong>What to expect…</strong></h3><p>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.</p><ul><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li></ul><p><strong>You are learning.</strong> 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.</p><p><strong>You will be supported </strong>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.</p><p><strong>You are celebrated</strong>. 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. </p><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><p><strong>You can explore.</strong> 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.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>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.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>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></p></li><li><p>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></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Workplace Planning Associate - Salt Lake City, Utah

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants?</p><p>Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base.</p><p>This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience</li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role.</li><li>Strong math, analytical and intuitive skills. Ability to build calculation tools</li><li>Motivated and committed to precision; positivity and “can do” work ethic</li><li>You're a great teammate, and meet individual timeliness and accuracy goals</li><li>Ability to adapt to an evolving environment</li><li>Strong organizational skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of sensitive client data</li><li>Demonstrate initiative in solving problems and implementing solutions</li><li>Ability to work independently</li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word)</li><li>Strong communications skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment</li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards</li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows</li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools.</li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates</li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms</li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert</li><li>Manually calculate and review pension benefits for plan participants</li><li>Support the monthly testing of various systems upgrades and releases</li><li>Participate in special departmental projects</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients!</p><h3>Certifications:</h3><h3>Category:</h3>Transaction Processing<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 Pension Administrator - Core Market Defined Benefits

<h3>Job Description:</h3><p>As a Lead Engineer at Fidelity Labs, you will lead the development of innovative, customer-facing Blockchain products for a greenfield project. You will architect and build secure, scalable, and user-centric digital asset solutions from the ground up, driving the DeFi vision for Fidelity Labs’ Blockchain initiatives. Collaborating with product managers, designers, and cross-functional teams, you will develop and implement ground breaking blockchain-based systems focused on FinTech use cases, ensuring robust security, performance, and flawless user experiences. Additionally, you will mentor engineers, contribute to open-source communities, and represent Fidelity Labs’ Digital Assets startup as a thought leader in the Blockchain space.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>10+ years of proven experience designing and leading all aspects of large-scale, secure, and highly available financial or Blockchain systems, including architecture reviews, vendor selection, and migration planning.</li><li>10+ years of proven experience designing and delivering secure, scalable developer platforms and cloud-native applications on AWS, combining API-first architecture, microservice and container-based design, and automated infrastructure management to enable reliable, observable, and extensible systems for internal and external developers.</li><li>Proficiency with document, distributed, and relational databases such as MongoDB, DynamoDB, PostgreSQL (JSONB), and MySQL, along with experience in large-scale data stores and analytics systems like BigQuery, Elasticsearch, or Snowflake for managing and querying unstructured and structured data.</li><li>Experience in TypeScript, Python, Rust, or Go in developing server side, API driven application</li><li>Experience with agile development, rapid prototyping, iterative feature validation, and continuous integration / continuous deployment (CI/CD) in a fast-paced, innovative environment.</li><li>Demonstrated ability to mentor and guide engineering teams, encouraging technical excellence and innovation through collaboration and effective communication in a hybrid work environment.</li><li>Demonstrated ability to collaborate effectively with designers, product managers, multi-functional teams, senior partners, and customers to communicate, explain, and align technical solutions with product vision, business goals, and strategic priorities.</li><li>Experience utilizing, integrating, and ideally contributing to open-source software projects, with an understanding of community standards, licensing, and best practices for open collaboration.</li><li>Passion for staying at the forefront of Blockchain innovation, with a proactive approach to exploring emerging blockchain technologies and trends</li><li>Bachelor’s degree or equivalent experience in computer science, Cryptography, Engineering, or a related field (preferred but not required)</li></ul><p><strong>The Team</strong></p><p>We are Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at <a href="http://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.</p>The base salary range for this position is $126,000-255,000 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>Information Technology

Lead Engineer

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

<h3>Job Description:</h3><h3>The Role</h3><p>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</p></li><li><p>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</p></li><li><p>Experience with U.S. withholding taxation and reporting requirements</p></li><li><p>Confirmed understanding of tax systems</p></li><li><p>Intermediate level in Microsoft Office Tools, specifically Excel and Word</p></li><li><p>Experience working with IRS and multi-state taxation jurisdictions is required </p></li><li><p>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </p></li><li><p>Experience working in the financial services industry is a plus </p></li><li><p>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</p></li><li><p>You can meet tight deadlines in a fast-paced environment </p></li><li><p>You produce high quality work and can prioritize multiple projects </p></li><li><p>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</p></li><li><p>You take initiative while seeking appropriate guidance </p></li><li><p>You are detail and process oriented with strong ability to organize and analyze data </p></li><li><p>You’re a great collaborator </p></li><li><p>You are committed to self-development, continuous learning and career advancement </p></li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li><p>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</p></li><li><p>Assist in analyzing relevant legislative changes and effectively communicate implications to management </p></li><li><p>Prepare/review/update quarterly and year-end state tax rates</p></li><li><p>Respond to inquiries on Federal and state notices </p></li><li><p>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</p></li><li><p>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</p></li><li><p>Preparing and responding to required surveys</p></li><li><p>Research, respond and resolve moderately complex associate withholding tax matters. </p></li><li><p>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3><strong>The Team</strong></h3><p>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.</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>

Payroll Tax Analyst

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p>The base salary range for this position is $115,000 - $170,000 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 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

VP, Branch Leader - Wall Street, NY

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. We are seeking a Quant Data Engineer to join our Quantitative Research &amp; Investing Technology team. You will be responsible for database engineering aspects of software development, testing and ensuring compatibility with enterprise and solutions architecture by harnessing modern development technologies. You will have the chance to define and develop new capabilities and engage with multiple development teams and partners across the Asset Management technology. You are committed to ongoing development of your own expertise and knowledge to bring the latest capabilities and thinking to your team to empower others with that knowledge. This role will be responsible for designing, developing, and optimizing Oracle PL/SQL-based solutions that power critical risk analytics and reporting workflows.</p><p>As the database lead, you will own the full lifecycle of database development and collaborate closely with both business stakeholders and technical partners. You will play a key role in shaping the data design, ensuring performance and scalability, and driving strategic improvements across our risk infrastructure.</p><p><strong>The Responsibilities You Will Have:</strong></p><ul><li><p>Lead the design and development of Oracle PL/SQL database processes, procedures, and packages to support investment risk analytics.</p></li><li><p>Architect scalable and efficient database solutions for high-volume, time-sensitive risk data.</p></li><li><p>Collaborate with risk managers, quantitative analysts, and engineering teams to gather requirements and deliver robust data solutions.</p></li><li><p>Own performance tuning, query optimization, and troubleshooting of production database issues.</p></li><li><p>Ensure data integrity, quality, and governance across systems.</p></li><li><p>Drive modernization efforts, including migration from legacy systems and adoption of best practices.</p></li><li><p>Define and enforce database development standards and documentation.</p></li><li><p>Act as a strategic partner in planning long-term data architecture and infrastructure initiatives.</p></li><li><p>Apply validated quality software engineering practices through all phases of development.</p></li><li><p>Ensure resilience and stability through quality code reviews, unit, regression and user acceptance testing, dev ops and level two production support</p></li><li><p>Provide mentorship and technical guidance to junior developers.</p></li></ul><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li><p>10+ years of hands-on experience in Oracle PL/SQL development and database engineering.</p></li><li><p>Proven expertise in designing and implementing complex database solutions in a production environment.</p></li><li><p>Strong understanding of relational database design, indexing strategies, and performance optimization.</p></li><li><p>Experience working with investment risk systems or financial data is highly preferred.</p></li><li><p>Excellent communication and stakeholder management skills.</p></li><li><p>Ability to lead cross-functional initiatives and work independently.</p></li><li><p>Familiarity with tools such as Jira, Git, and CI/CD pipelines.</p></li><li><p>Experience with data modeling and ETL frameworks.</p></li><li><p>Exposure to Python or other scripting languages for data integration.</p></li><li><p>Knowledge of cloud-based database solutions (e.g., AWS RDS, Snowflake) is a plus.</p></li><li><p>Understanding of financial instruments, risk models, or portfolio analytics is beneficial.</p></li></ul>The base salary range for this position is $126,000-255,000 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>Information Technology

Director, Quant Data Engineering

<h3>Job Description:</h3><p>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Bachelor’s degree</p></li><li><p>Series 7 &amp; Series 63 licenses required (may be attained in role)</p></li><li><p>Experience in financial services and sales is helpful, but not required</p></li><li><p>Commitment to growing technical knowledge of the financial industry</p></li><li><p>Passion for capital markets and investment products</p></li><li><p>Aptitude and dedication for constant learning and self-improvement</p></li><li><p>Team player, confident, and self-motivated</p></li><li><p>Excellent communicator, excited to engage clients</p></li><li><p>Appreciate the challenge of working in a goal and results oriented environment</p></li></ul><p><strong>As an Investment Sales Associate (ISA)</strong> your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.</p><p><strong>The Investment Sales Development Program</strong> is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. </p><p><strong>The three phases within the program: </strong></p><ul><li><p>Licensing, training, and supporting financial advisor investment product inquiries</p></li><li><p>Pro-active client engagement to initiate new client relationships and sales opportunities</p></li><li><p>Sales territory ownership with an external sales partner, to drive investment product sales</p></li></ul><p><strong>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: </strong></p><ul><li><p>Capital Market and Investment Product Knowledge</p></li><li><p>Sales Process and Sales Territory Management</p></li><li><p>Consultative Presentation Capabilities</p></li><li><p>Financial Advisor and Intermediary Eco-System</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Your robust consultative selling, influencing and communication skills</p></li><li><p>A learner mindset, with determination for extensive skill development</p></li><li><p>Ability to develop technical depth in financial markets and investment product</p></li><li><p>Additive (or leader) to a competitive, collaborative, energized team</p></li><li><p>Organized, with ability to multitask, prioritize, and adjust to change</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Receptive to feedback and coaching</p></li><li><p>Thrive in team-based sales environment</p></li><li><p>Take initiative and strive to exceed expectations</p></li><li><p>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</p></li><li><p>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</p></li><li><p>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>Compensation/Career Progression</strong></p><ul><li><p>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</p></li><li><p>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is <strong>at least</strong> 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</p></li><li><p>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Sales Associate - January 2026 (Smithfield)

<h3>Job Description:</h3><p>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7, 63, 65, 66 required prior to hire</li><li>Insurance licenses must be obtained within 6 months of hire</li><li>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor’s Degree required</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p>The base salary range for this position is $115,000 - $200,000 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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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