field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Reporting into the Head of the Tax-Exempt Market (TEM), this role and a key member of the TEM senior leadership team. The role leads TEM efforts to drive growth and retention of our clients, enhance Fidelity’s presence in the market, and drive adoption of new solutions to expand and strengthen relationships. There will be significant interface with senior management as well senior leaders and subject matter experts both internally and externally. Key aspects of the role encompass:</p><ul><li><p>Leading competitive client retention efforts; dedicated third-party consultant engagement to drive retention and growth.</p></li><li><p>Cultivating key consulting relationships to support the market growth of TEM; advocating on behalf of Fidelity’s client relationships with the largest and most influential external consultants.</p></li><li><p>Developing the market roadmap with TEM industry practice leads to strength market presence and help optimize client engagement opportunities.</p></li><li><p>Frequent interaction and strong collaboration with internal sales professionals, relationship management, consultant relations, custody &amp; clearing and business partners, critical in addressing client and/or consultant specific situations.</p></li><li><p>Direct partnership with RIAs and their advisors who act in a fiduciary capacity for TEM participants.</p></li><li><p>Increasing client appreciation for the level and value of our services.</p></li></ul><p> <strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree; MBA or advanced degree helpful.</p></li><li><p>Series 7, 24 and 63 required. </p></li><li><p>Minimum:</p><ul><li><p>10 years in the financial industry; Strong understanding of the retirement business regulatory environment; working knowledge of 401(k)/403(b)/457 qualified and non-qualified defined contribution plans a plus.</p></li><li><p>5 years managing and cultivating a vibrant and inclusive team environment.</p></li></ul></li><li><p>Ability to travel up to 70% .</p><ul><li><p>Fidelity core site location preferred; if hybrid unscheduled/remote must be willing to be on site at BOS location 2-3 days per month. ​</p></li></ul></li><li><p>Proven success:</p><ul><li><p>Building and cultivating strategic relationships; strong organizational that can champion and influence initiatives and solve complex problems working with internal partners and external stakeholders and clients.</p></li><li><p>Influencing and negotiating strategic product/service delivery through collaboration with large, complex clients to adoption of product solutions to meet client needs.</p></li><li><p>Interpreting sophisticated problems, leading business indicators and translating them into practical solutions.</p></li><li><p>Demonstrating end-to-end business thinking, planning, and decision-making to achieve clear and measurable outcomes.</p></li><li><p>anticipating and interpreting market needs, adapt to changes and prioritize as necessary while meeting consultant and/or client-imposed deadlines.</p></li><li><p>Understanding and developing industry and competitor products/services and best practices.</p></li></ul></li><li><p>Exceptional communication skills both oral and written translating business context, challenges and strategy into a compelling story/presentation; C-suite command presence.</p></li><li><p>Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo.</p></li></ul><p><strong>The Team</strong></p><p>Tax-Exempt Market (TEM) provides workplace benefits &amp; recordkeeping services to non-profit institutions, which include health care, higher education, faith-based, government, and other tax-exempt organizations.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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

Head of Client Consulting, Growth & Retention

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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 - Tampa, FL

<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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>Relationship Management

Planning Consultant- Bridgewater, NJ

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Princeton, NJ

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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

Financial Consultant - North LaSalle, IL

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Vice President, Strategic Tech Consultant, you will join Fidelity Institutional’s (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all technology aspects of running a wealth management business – technology strategy planning, operations, emerging trends, digital transformation, as well as expertise as it relates to infrastructure and risk management. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale &amp; efficiency, enhancing customer experience, and delivering insights that help drive confidence, clarity, and results.</p><p>This role will contribute to our success by developing relationships across client leadership and with other industry centers of influence. You will represent our offering as an ambassador in the industry - best practices, insights, and resources. The role requires a standout colleague who can engage with our largest firms and executive audiences, ultimately providing an outstanding experience to our clients and business partners.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor Degree Required</p></li><li><p>15+ years of technology experience within the financial services industry</p></li><li><p>Series 7 &amp; 63 required or obtained within 90 days</p></li><li><p>Outstanding senior leadership communication and ability to influence c-suite level</p></li><li><p>Proven analytical, strategic-thinking, and critical problem-solving skills</p></li><li><p>Experience in working with clients to develop an enterprise technology strategy</p></li><li><p>Passionate technology advocate with proven track record of being an innovative technology thought leader</p></li><li><p>Strong drive and ability to take initiative</p></li><li><p>Ability to travel 50%</p></li><li><p>Consistent record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.</p></li><li><p>Demonstrated success in consulting with executive leadership at intermediary clients and driving action from recommendations.</p></li><li><p>Contribute to the development of the strategic roadmap by providing key inputs based on observations in the areas of competition, prospect/client needs, and market evolution</p></li><li><p>Develop and maintain strong client relationships across multiple client constituencies including marketing, relationship management, technology, product and CE<strong>.</strong></p></li><li><p>Outstanding collaborative and team skills, contributing to the team’s collective knowledge and success</p></li><li><p>Skilled in establishing relationships with peers and executives in a variety of capacities</p></li><li><p>Working with the largest RIA and Broker Dealer clients to drive their economic contribution to Fidelity; including providing leadership &amp; support for competitive asset opportunities</p></li><li><p>Acting as a leader and subject matter authority, directly engaging to help clients achieve their goals</p></li><li><p>Identifying Fidelity solutions that meet clients and prospective clients’ needs</p></li><li><p>Partnering with Relationship Management and Sales, as well as internal business partners to identify key considerations and solutions that move clients toward achieving their goals</p></li><li><p>Maintaining extensive knowledge of Fidelity’s products and solutions and the FI platform, as well as our competitive position within the marketplace</p></li><li><p>Building and delivering clear, concise and insightful presentations to wealth management firms’ C-suites and Fidelity senior management teams</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional Wealth Management Services (IWMS) offers clearing, custody, investment products, brokerage and trading services to a broad range of financial intermediary firms. More than 13,000 financial advisory firms rely on our innovative technology and deep expertise to help more than 8 million accounts make some of the most sophisticated, important decisions of their lives. Fidelity’s Institutional Wealth Management Services goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.</p><p> The consulting team works closely with the sales and relationship management teams, technology groups, as well as internal business partners within FI. Our organization allows you to use your technology expertise and have a tremendous impact on clients and on the FI organization. We are a highly collaborative, close-knit group which thrives off providing solutions that meet our clients’ sophisticated requirements. </p>The base salary range for this position is $130,000-$219,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management

Vice President, Strategic Tech Consultant

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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 - Ft. Myers/Naples FL

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.</p><ul><li><p>Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.</p></li><li><p>Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.</p></li><li><p>Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement</p></li><li><p>Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.</p></li><li><p>Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.</p></li><li><p>Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).</p></li><li><p>Sign documents on behalf of FMTC and Fidelity Workplace Services.</p></li><li><p>Participate in process improvement and companywide initiatives.</p></li></ul><h3><strong><strong>The Expertise and Skills You Bring </strong></strong></h3><ul><li><p>Previous Defined Contribution retirement plan experience preferred.</p></li><li><p>Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.</p></li><li><p>College Degree or equivalent experience preferred.</p></li><li><p>CPA, CEBS, ERPA or ASPPA designation(s), a plus.</p></li><li><p>Strong contract negotiation skills: ability to articulate a point of view in a compelling &amp; succinct manner</p></li><li><p>Excellent written and verbal communication skills</p></li><li><p>Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC</p></li><li><p>Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion</p></li><li><p>Demonstrated problem solving and client management abilities</p></li><li><p>Possess the ability to apply learning and comprehend and explain technical concepts</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong><strong><strong>The Team</strong></strong></strong></h3><p>We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Plan Consultant

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As an employee benefits Consultant focused on Health &amp; Welfare Consulting, you will manage projects and client relationships spanning a variety of topics including, but not limited to plan design, compliance and reporting services, health plan underwriting and employee contribution setting, health and well-being management, and retiree health care solutions. You'll lead consulting projects, mentor other associates, and promote teamwork. Important skills for this role include:</p><ul><li>Analyzing and presenting data vital to client benefit programs</li><li>Managing benefit plan renewal processes, including project management, vendor coordination, qualitative and quantitative analysis, negotiations, and documentation of results</li><li>Developing H&amp;W program pricing, budgets, forecasting, employee contributions and premium equivalent rates for self-insured benefit plans (adhering to actuarial standards of practices)</li><li>Assisting in development of long- and short-term employee benefits strategy</li><li>Negotiation of rates, contractual provisions, and performance guarantees with current benefit vendors</li><li>Manage marketing analysis including RFP creation, proposal collection, and vendor comparisons</li><li>Monitoring the market to remain current regarding the major health plans, administrators, and other vendors available in the marketplace to consulting clients and prospects, as well as new, innovative solutions</li><li>Working as a cooperative, proactive team member in projects involving other associates throughout the practice, group, and region to deliver coordinated client results</li><li>Mentoring less-experienced associates at every opportunity</li><li>Sharing information freely and pro-actively. Keep other associates advised of current information, and ensure all relevant information is captured in client documents</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>5-10 years' experience working with H&amp;W plan financials, preferably at a benefit consulting/brokerage firm or through a health underwriting/actuarial function at an insurance company</li><li>Actuarial exam completion and/or accreditation preferred</li><li>Advanced knowledge of health insurance industry and employee benefits strategy</li><li>Experience with self-insured medical underwriting is required</li><li>Strong Microsoft Office skills in Excel, Word, and PowerPoint</li></ul><p>A successful Consultant will also have the following qualities:</p><ul><li>Entrepreneurial &amp; Creative: Approaches problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Works well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful &amp; Organized: Adept at juggling multiple priorities while keeping the team focused and organized.</li><li>Proactive &amp; Curious: Takes initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable Navigating Ambiguity: Excels in environments where the path isn’t always clear, using strategic thinking to navigate uncertainty.</li><li>Strong Communicator: Brings clarity and confidence to both written and verbal communication.</li></ul><h3><strong>The Team</strong></h3><p>Our health and welfare consulting team at Fidelity provides a unique experience for candidates looking to grow their consulting career. Our value proposition to associates is centered on three important qualities:</p><p>1. We faithfully serve our clients’ needs. Our work is oriented toward problem solving and we always do what is best for our clients.</p><p>2. We offer a fast-paced work environment and flat working teams. You will work with our most senior leaders on a daily basis. You will learn from industry leaders with 20+ years of industry experience.</p><p>3. Meaningful client exposure. We believe it is important for our associates to start working directly with our clients early in their Fidelity careers to develop strong relationships. As such, we provide opportunities for all consultants to gain valuable client exposure and help us build lasting client relationships.</p><p>Fidelity Workplace Consulting is composed of over 600 professionals who advise clients on their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Most of our team comes from other leading consulting firms. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a></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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Benefits Consultant, Health & Welfare Consulting

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

784 Investment Consultant Jobs