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<h3>Job Description:</h3><p>The Role</p><p>In this role on the Fixed Income Shared Services team, you will produce high-quality, testable code for trading, portfolio and research platform and efficiently deploy them onto AWS. We advocate for leadership at all levels and this role is an excellent fit for those who demonstrate leadership and have a continuous technology progressive mentality. We want engineers who are brave to break things, who step up and take lead/ownership of their projects, and those that thrive by sharing knowledge.</p><h3>The Expertise You Have</h3><ul><li>10+ years’ experience as a full stack software engineer, delivering software using agile development practices.</li><li>5+ years of experience in technically leading by analysis and design, mentoring a group of developers.</li><li>Exposure to coding in more than one programming language. All our full stack engineers work across a range of client, middle tier, messaging, caching, and database technologies including Java, Springboot, JavaScript, SQL and PL/SQL</li><li>Hands-On Web Service design and development experience along with PL/SQL development</li><li>Ability to produce clear and concise systems specifications documents and support documentation.</li><li>Great communication skills, Fast learner, and an excellent teammate.</li><li>Exposure to Continuous Integration &amp; Continuous Delivery (CI/CD) practices</li><li>Exposure to test automation frameworks that support all types of testing (unit, component, integration, system etc.) executed through CI/CD pipelines.</li><li>Bachelor's degree (or above) in either Engineering or Computer Science related field</li></ul><h3>The Skills You Bring</h3><ul><li>Deep knowledge of middleware Java stack, messaging technologies, containerization, web containers and test automation.</li><li>Document design options and decisions, and present these in an organized manner to technical as well as non-technical audiences.</li><li>Awareness of event-based systems, functional programming, emerging technologies, and messaging frameworks such as Kafka and EMS.</li><li>Demonstrate a test-driven approach to developing software and can build or contribute to automated testing frameworks that can detect any anomalies in functionality, performance, and integration.</li><li>Experiences in some of the following technologies continuous integration/delivery tools such as GIT, Cloudbees Jenkins and/or AWS deployments.</li><li>Experience building enterprise cloud enabled distributed systems.</li><li>Strong contributor with a collaborative work style in building, crafting, and reviewing code.</li></ul><h3>The Team</h3><p>Fidelity’s Fixed Income Division manages over $2 trillion and continues to see strong inflows into our funds. To support this growth and drive scale, we are seeking a technical lead to be part of a growing team that supports our portfolio management and trading products. In our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial objectives.</p><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>

Fidelity Investments

Principal Full Stack Engineer

<h3>Job Description:</h3><p><strong>Director of Communications Strategy, Chapter Lead- Grade 7</strong></p><p><strong>The Role</strong></p><p>A director of Communications Strategy blends best-in-class marketing activation/ account management responsibilities with deep understanding of channel best practices that deliver communication plans designed to deliver effective, efficient, and resonant marketing experiences that speak directly to the interest, needs, and values of the audiences we serve. </p><p>Reporting into the VP, Marketing Lead of Communications Strategy, this individual will be a critical people leader within Fidelity’s Brand and Enterprise line of business, driving excitement, partnership, and orchestration of key workstreams and priorities among internal stakeholders. </p><p>This individual will nurture and support their team of 6 direct reports, cultivating a culture of partnership, efficiency, and strategic expertise both among their team and within the broader Asset Mgmt., Fidelity Institutional, Health and Charitable lines of business.</p><p><strong>The Team</strong></p><p>This role includes oversight of a seasoned team of communications strategists supporting the brand and enterprise line of business. The communications strategy team is comprised of two cohorts:</p><p>First, the integrated channel strategist, who owns the integrated channel plans for key campaigns, creating more targeted, effective marketing experiences that deliver on business objectives - delivering the highest quality brand experiences for our customers and prospective customers. </p><p>Second, this individual will oversee the marketing activation team, who is responsible for executing on these integrated channel plans, ensuring best in class creative execution and strategically aligned marketing activations. This group of professionals quarterbacks the execution of the integrated marketing plans, ensuring that ultimate customer experiences are impactful and on strategy. This includes, but is not limited to: confirming the combination of channels and messages align to the broader communications strategy; activations meet prescribed communications objectives; ensuring all creative developed is on-brand and consistent across multiple touchpoints- nuanced as needed based on where each asset is delivered; Adhering and enforcing legal and regulatory requirements through process such as eReview &amp; disclosures; collecting and consolidating key stakeholder feedback, socializing as needed to ensure appropriate updates are completed; working with channel SMEs to understand and execute on channel best practices. </p><p>At Fidelity, we embrace diversity of thought and experience. Our team thrives on a dedication to innovation which promotes a culture of continuous improvement.</p><p><strong>The Expertise and Skills You Bring</strong></p><p><strong>Leadership</strong></p><ul><li>You are an experienced people leader who is comfortable and well-versed in giving direct feedback to reports and key partners.</li><li>You seek opportunities to challenge, encourage, and grow your team of direct reports</li><li>You lead with an essence of productive positivity, and are able to reinforce team morale in a fast-paced, dynamic, and highly nuances job environment.</li><li>You are an authentic leader and culture carrier who inspires creativity and innovation, proactively develops and shares knowledge, and builds a culture of inclusion and continuous learning with a focus on associate growth while encouraging teams to deliver results and impact. </li></ul><p><strong>Strategic Expertise</strong></p><ul><li>You demonstrate a deep understanding of business acumen and proven ability to translate that expertise into holistic communication strategies that drive client engagement and economic value for the firm. </li><li>You are comfortable thinking critically and debating/advocating for certain channels and experiences across paid, owned, and earned touchpoints, based on knowledge of those channels and audience behavior. You partner closely with channel SMEs to ensure each channel is being activated appropriately.</li><li>You demonstrate initiative, creativity and proactiveness when an established framework needs to be customized to achieve a business goal and bring forward a recommendation or solve.</li><li>You have senior-level experience in business analysis, consumer insights, design thinking and marketing to develop communication strategies aligned with and in support of business objectives.</li><li>You are energized by the idea of building and refining this new capability within Fidelity, demonstrating leadership and collaboration both within and outside of the marketing organization.</li><li>You are comfortable with design thinking and facilitating real-time workshops and sessions to develop cross-program or cross-channel experiencing.</li></ul><p><strong>Organizational Influence</strong></p><ul><li>You have outstanding relationship building and influencing skills with an ability to creatively handle differences of opinion and build trust in every interaction</li><li>You can explain the role of communications strategy, and how it compares to and complements other internal teams. Can identify and offer a recommendation of deliverables based on business need and available resources. Can articulate how comms strategy compares with previous account management and marketing activation.</li><li>You have proven ability to effectively lead and navigate multiple large cross-functional organizations in the agile operating model to drive customer and brand value. </li><li>You have excellent verbal and written communications skills and the ability to effectively structure and deliver presentations, champion recommendations, and influence decisions at all levels of management </li></ul><h3>Company Overview</h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<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>

Director, Communications Strategy

<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><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - 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>

Financial Consultant - Clearwater, FL

<h3>Job Description:</h3><p><strong>Senior Manager – Digital Assets Center of Excellence (Strategic Advisory and Accounting)</strong> </p><p>The Senior Manager of Digital Assets Strategic Advisory and Accounting will play a vital role in the corporate accounting strategy for digital assets across the firm. You will serve as a trusted advisor to our business unit accounting teams as a member of the Digital Assets Center of Excellence, providing guidance on new initiatives, defining accounting policies, and evaluating control environments in a rapidly evolving regulatory landscape. You will engage early in the project lifecycle to ensure accounting and control readiness, and act as a subject matter expert on digital asset-related matters. The team is part of the Corporate Accounting &amp; Controllership group which serves as the stewards of the firm’s financial information, provides guidance on the financial impact of strategic business initiatives, and seeks to utilize a modernized approach to operate efficiently and effectively in an increasingly complex environment. </p><p>In this role, you will collaborate with internal stakeholders including audit, compliance, global financial controls, and risk teams to ensure alignment on control expectations. You will also play a key role in developing internal control frameworks, reviewing SOC 1 reports, and continuously monitoring the performance of our digital asset service providers. </p><p><strong>The Expertise We’re Looking For:</strong> </p><ul><li><p>Bachelor’s degree in Accounting; CPA and/or Master’s degree in Accounting preferred </p></li></ul><ul><li><p>5+ years of relevant accounting experience, ideally with exposure to digital assets or emerging technologies </p></li></ul><ul><li><p>Strong understanding of US GAAP and internal control frameworks </p></li></ul><ul><li><p>Experience advising on technical accounting matters and drafting accounting policies </p></li></ul><ul><li><p>Familiarity with SOC 1 Type I and II reports and third-party risk management </p></li></ul><ul><li><p>Passion for emerging technologies and a desire to stay ahead of industry trends </p></li></ul><ul><li><p>Excellent communication and collaboration skills, with the ability to influence stakeholders </p></li></ul><ul><li><p>Demonstrated ability to lead cross-functional initiatives and drive strategic outcomes </p></li></ul><ul><li><p>Experience participating in or leading Accounting or Finance transformation efforts preferred </p></li></ul><ul><li><p>Experience with advanced analytics, creating Accounting or Finance dashboards and management reports, and giving stakeholder presentations is a plus </p></li></ul><p><strong>The Skills You Bring:</strong> </p><ul><li><p>Strategic thinker with a deep understanding of digital asset accounting and emerging digital asset and blockchain trends </p></li></ul><ul><li><p>Ability to evaluate new digital asset activities and assess their accounting implications </p></li></ul><ul><li><p>Skilled in delivering training sessions and facilitating workshops to build awareness of digital asset topics </p></li></ul><ul><li><p>Recognized as a subject matter expert on accounting and control considerations for new initiatives </p></li></ul><ul><li><p>Strong collaboration skills to work with audit, compliance, and risk teams to align on control expectations </p></li></ul><ul><li><p>Experience in developing internal control frameworks and process documentation for digital asset operations preferred </p></li></ul><ul><li><p>Proficient in drafting and updating accounting policies aligned with evolving standards </p></li></ul><ul><li><p>Effective communicator ensuring policies are clearly understood across accounting teams </p></li></ul><ul><li><p>Knowledgeable in reviewing SOC 1 Type I and II reports for digital asset service providers </p></li></ul><ul><li><p>Ability to identify control gaps, coordinate remediation efforts, and maintain a risk register </p></li></ul><p><strong>How Your Work Impacts the Organization</strong>: </p><p>Your work ensures that Fidelity’s digital asset operations are supported by robust accounting practices and internal controls. By staying ahead of emerging trends and aligning with evolving standards, you help safeguard the firm’s financial integrity and support innovation in a rapidly changing environment. Corporate accounting plays a key role in protecting Fidelity’s assets and providing accurate and reliable financial information for our business and the overall Firm. We work collaboratively with leaders across the organization, including leaders in our core business units and other functional groups, such as Tax, Treasury, Legal, and Risk. </p>The base salary range for this position is $89,000-$150,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Accounting

Senior Manager – Digital Assets Center of Excellence

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p><strong>The Role</strong></p><p>Fidelity's Workplace Solutions (WS) Digital Platforms Technology is looking for a Principal Software Engineer who will designs, develops, implements, and supports WS’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which champions a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.<br> </p><p><strong>The Expertise We’re Looking For </strong></p><ul><li>Experience in Software Engineering, Information Technology or related field</li><li>Robust critical thinking skills coupled with a desire to learn and to engage with peers in technical and design discussions</li><li>Demonstrated experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</li><li>Ability to utilize a long-term mentality to help produce scalable, maintainable solutions<br> </li></ul><p><strong>The Skills You Bring</strong></p><ul><li>9+ years of full stack development experience (currently hands-on)</li><li>2+ years hands-on experience in working with Cloud technologies - Azure or AWS</li><li>Extensive experience in Java / Spring boot / Spring Core / Web Services (REST) / Kubernetes orchestration</li><li>General experience of Api management using Swagger and OpenAPI with knowledge in Integration Technology Java Camel</li><li>Extensive experience in Client-side language, library, and framework proficiency: Angular, JavaScript/TypeScript, Node, NPM, HTML, CSS/SASS, RxJS, Jasmine/Karma/Storybook/Playwright </li><li>Strong experience building CI/CD pipelines using Jenkins, Maven, uDeploy, etc. &amp; solid understanding of version control using GIT and maintenance of pipelines.</li><li>Drive technical discussions, arbitrate, and recommend optimal path forward</li><li>Use your experience and knowledge to influence better software design, promote accurate software engineering and bug prevention strategies, testability, and security</li><li>You will also be directly involved in building new and improving capabilities on modern web-based tech stacks that will help Fidelity continue to deliver industry best experiences.</li><li>Robust critical thinking skills coupled with a desire for growth, to learn and to engage with peers in technical and design discussions</li><li>Ability to work effectively in global teams distributed across geographic locations</li><li>Knowledge of API gateways (Apigee preferred)</li><li>Hands-on experience utilizing Agile delivery methodology and participating in story writing, backlog refinement, and all Squad Scrum ceremonies</li><li>Collaborating with the Product Owner to deliver quarterly business objectives as well as developing a multi-year roadmap for the platform.</li><li>You bring an understanding of Micro-services Architecture and domain driven design patterns</li><li>Dedication to high quality, balanced with rapid pace of delivery</li><li>Experience leading design, code reviews, unit testing, integration and performance testing.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Strong analytical skills and ability to tackle issues and work through ambiguous situations by making timely decisions based on facts, knowledge, experience, and judgement</li><li>Extensive knowledge of internet application architecture, as well as current and emerging technologies</li><li>Full grasp of the software development process including analysis, design, coding, system and user testing, problem resolution and planning</li><li>Use of formal methods (traditional structured or Agile/iterative) for delivering new or enhanced applications, identify and communicating systems development processes and developing work you're doing associated with the respective phases of the lifecycle</li><li>Ability to work with a variety of individuals and groups, both in person and virtually, in a constructive and collaborative manner</li><li>Can communicate in various settings; one-on-one, small and large groups, with peers, and senior management</li><li>Skilled at influencing team members and external groups</li><li>Proactively navigates the organization to accomplish tasks</li><li>Willingness to work on multiple efforts simultaneously</li><li>Strong troubleshooting and problem-solving skills</li><li>Desire to be organized, highly responsive and committed to quality</li></ul><p><strong>The Team</strong></p><p>You will be part of the technology team supporting Personalized Planning &amp; Advice product in a Scrum team and within Digital Platforms Technology. You will work closely with the Squad Lead, Scrum Master, Systems Analyst, Quality Assurance, Architects, and other Developers, to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences. You will also be expected to provide guidance and mentoring to the other Developers within the wider Digital Platforms Technology team.</p><p><br>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><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>

Principal, Full Stack Engineer

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be </strong></p><p><strong>located within a 90 mile radius at the time of application from the approved branch sites listed below: </strong></p><p>Bellevue, Tukwila, Seattle, Lynnwood, Redmond</p><p>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul>The base salary range for this position is $46,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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<h3>Category:</h3>Customer Service

Client Support Specialist - Greater Seattle, WA Area (REMOTE)

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: </strong></p><p>Sacramento, Folsom, Roseville</p><h3><strong>Client Support Specialist</strong></h3><p>As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul>The base salary range for this position is $46,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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<h3>Category:</h3>Customer Service

Client Support Specialist - Greater Sacramento, CA Area (REMOTE)

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong> </p><p>Charlotte, Huntersville, Ballantyne</p><h3>Client Support Specialist</h3><p>We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.</p><h3>The Purpose of Your Role</h3><p>As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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>

Client Support Specialist  - Greater Charlotte, NC Area (REMOTE)

<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 - Westlake, TX

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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>Relationship Management

593 Fidelity Investments Jobs