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<h3>Job Description:</h3><p>Are you energized by the power of data to tell a story? Do you love turning insights into action? Are you excited by taking those insights and turning them into marketing strategies? If so, bring your curiosity, creativity, and marketing savvy to this role—where you’ll transform rich data into compelling narratives and deliver them across channels to drive impact.</p><p><strong>The Role</strong></p><p>We’re seeking a strategic and creative Thought Leadership Marketer to uncover compelling insights from our robust data ecosystem and transform them into impactful marketing strategies and communications. This role bridges strategy and execution, driving thought leadership across multiple channels to elevate our brand and influence across a constituent of audience – clients, prospective clients, and internal teams.</p><p><strong>Key Responsibilities:</strong></p><ul><li><p>Partner with our data-driven insights team to identify emerging trends, behaviors, and opportunities within our participant and client base.</p></li><li><p>Translate complex data into clear, compelling narratives that resonate with our target audiences.</p></li><li><p>Develop and execute multi-channel marketing strategies to distribute thought leadership content (e.g., whitepapers, webinars, social media, email, events).</p></li><li><p>Collaborate cross-functionally with internal stakeholders to align messaging and ensure consistency.</p></li><li><p>Monitor performance and engagement metrics to refine strategies and optimize impact.</p></li><li><p>Stay current on industry trends and competitive landscape to inform content direction and positioning.</p></li></ul><p><strong>Attributes for Success:</strong></p><ul><li><p><strong>Strategic Thinker:</strong> Naturally inquisitive with a passion for uncovering data and connect that information into bigger insights to broadcast.</p></li><li><p><strong>Strong Communicator:</strong> Exceptional writing and storytelling skills with the ability to simplify complex ideas.</p></li><li><p><strong>Collaborative Partner:</strong> Comfortable working across teams and building relationships to drive alignment and execution.</p></li><li><p><strong>Data-Literate:</strong> Adept at interpreting data and working with analytics teams to uncover meaningful insights.</p></li><li><p><strong>Execution-Oriented:</strong> Thrives in taking ideas from concept to completion with attention to detail and follow-through.</p></li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><p><strong>The Team</strong></p><p>Stock Plan Services provides companies with outstanding administration for their equity &amp; nonqualified deferred compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPSNQ Marketing, Communications &amp; Insights, delivers valuable insights and innovative programs and experiences that help drive client growth &amp; retention and employee engagement with their equity &amp; executive compensation plans and Fidelity. We help millions of participants take advantage of their equity awards and understand how Fidelity can help with their broader financial needs through our Brokerage and Wealth offerings. We are committed to understanding customer needs, staying on top of industry trends, and evolving our strategies to ensure we are delivering results for our clients &amp; Fidelity.</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>

Fidelity Investments

Director, Employer Marketing - Thought Leadership

<h3>Job Description:</h3><p><strong>VP, Brokerage Customer and Offering Strategy</strong> </p><p>The VP, Self-Directed Investing Offering Strategy, will play a pivotal role in shaping the future of our brokerage business. This individual will lead the development and execution of customer-centric strategies, drive innovation in our product and service offerings, and ensure we deliver exceptional value to our self-directed brokerage customers. The ideal candidate is a visionary leader with deep brokerage industry experience, and a proven track record of strategic execution. </p><p><strong>Key Responsibilities</strong> </p><ul><li><p>Develop and implement a comprehensive brokerage customer strategy to drive acquisition, engagement, retention, and satisfaction </p></li></ul><ul><li><p>Lead the design and evolution of new self-directed brokerage and investment solutions, ensuring alignment with market trends, customer needs, and regulatory requirements. </p></li></ul><ul><li><p>Lead our Family Engagement and Generational Wealth Transitioning strategy. Analyze customer data, market research, and competitive intelligence to identify opportunities for growth and differentiation </p></li></ul><ul><li><p>Collaborate with product, marketing, technology, compliance, and operations teams to deliver seamless and innovative customer experiences, including go-to-market, value proposition, and fulfillment plans </p></li></ul><ul><li><p>Champion a culture of experimentation and speed to market </p></li></ul><ul><li><p>Monitor and report on key performance indicators, provides insights and actionable recommendations and business cases to senior leadership </p></li></ul><p><strong>The Skills and Expertise You Bring</strong> </p><ul><li><p>Bachelor’s degree required; MBA or equivalent is preferred. </p></li></ul><ul><li><p>Series 7 or 24 preferred </p></li></ul><ul><li><p>Product and offering concept development, experimentation, and road map planning </p></li></ul><ul><li><p>10+ years of experience in brokerage, wealth management, or financial services, with a focus on customer strategy, product management, or offering development </p></li></ul><ul><li><p>Demonstrated success in leading cross-functional teams and driving strategic initiatives </p></li></ul><ul><li><p>Deep understanding of brokerage products, customer segments, and regulatory landscape </p></li></ul><ul><li><p>Strong analytical, problem-solving, and communication skills </p></li></ul><ul><li><p>Proven ability to influence at all levels of the organization and build strong business partner relationships </p></li></ul><ul><li><p>Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses. </p></li></ul><ul><li><p>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong> </p><p>Our primary purpose is to help millions of customers become better, more confident investors so they can achieve their financial goals. The Self-Directed Investing Team is accountable for understanding the needs of a broad spectrum of investors and developing new offerings that will create differentiated value. We are responsible for driving top-line growth of the brokerage business, as well as partnering across Fidelity to ensure each individual customer and their families are aware of the full brokerage value proposition. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Self Directed Product Strategy

<h3>Job Description:</h3><p><strong>Director, UX Research </strong></p><p><strong>The Role</strong></p><p>As a member of the User Experience Research Team, you will contribute to Fidelity’s future growth by understanding people and their needs. You will partner with product teams across many areas of the business to dig into complex, ambiguous, human-centered problems. Your research will inform and inspire our business and design leaders to improve current offerings and develop new products that help people achieve their financial goals. You will plan and conduct various types of qualitative and quantitative customer research, identify problems from the user’s point of view, develop insights and opportunity areas, and test new ideas for product-market fit. This role requires an experienced individual with proven track record to impact user outcomes and business strategy who will immerse themselves in multiple product areas to identify opportunities for alignment and drive projects to completion independently!</p><p><strong>Responsibilities</strong></p><p>As a UX Research Director, you will:</p><p>Have responsibility for a domain or focus area within Fidelity’s business in which you identify and prioritize the research that will most effectively drive user and business outcomes</p><ul><li>Engage daily with Product, Design, and Content stakeholders, including senior leaders, to understand priorities and key initiatives</li><li>Proactively identify research opportunities and lead the development and execution of research roadmaps that align with business priorities and deliver actionable insights</li><li>Scope qualitative and quantitative research studies with stakeholders to define objectives, research questions, constraints, and most efficient/effective approach</li><li>Share insights &amp; recommendations with stakeholders, ensuring that recommendations influence product strategy and design decisions and improve business and user outcomes</li><li>Advocate for users while balancing an understanding of business objectives, shaping the outcome of initiatives that have measurable impact</li><li>Contribute to the UX Research community by participating in initiatives that improve our practices and processes and mentoring junior researchers</li></ul><p><strong>Your Expertise &amp; Skills</strong></p><ul><li>10+ years of proven experience conducting/leading Design Research/User Experience Research efforts. Bachelors and/or Masters in Design, Human Factors, Psychology, and/or related field highly preferred</li><li>Proven ability to design and execute qualitative and quantitative research methods, including 1:1 interviewing, concept testing, usability testing, heuristic evaluation, and survey design 3. Ability to understand customer needs data and work with product teams to apply it to experiences</li><li> Expert written and verbal communication skills, with ability to rapidly analyze research data and share insights and recommendations succinctly, with a strong point of view and actionable takeaways.</li><li>Curiosity and confidence to ask questions that will uncover stakeholders’ true research needs</li><li>Ability to shift in a complex environment</li><li>Ability to tie research insights and recommendations to business needs and customer problems</li><li>Growth mindset – a strong desire to learn and improve, willingness and ability to give and receive feedback that improves deliverables and outcomes</li><li>Familiarity with analytics and in-market experimentation preferred</li><li>Business expertise: ability to understand business drivers and provide research</li><li>Ability to challenge traditional assumptions about UX Design and Research – seeking out, inventing, testing and sharing new directions and technologies</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity follows standard product-development frameworks that put user needs at the center of all that we do. You’ll be part of a 70-person Research &amp; Product Design Strategy community that identifies users’ unmet needs and guides Fidelity to build useful and usable digital products. Fidelity’s UXR leadership team is committed to coaching and advancing associates’ careers. UX Research is supported by a Research Ops team that manages recruitment, procurement, and project tracking.</p>The base salary range for this position is $126,000-$212,000 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>Information Technology

UX Research Director

<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>The base salary range for this position is $56,000 - $72,000 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Rockville, MD

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Vice President of Security Architecture supporting Fidelity’s Wealth business unit, you will lead the development of security architecture strategies that enable secure, scalable, and resilient solutions across a diverse portfolio of products and platforms. You will partner with senior technology and business leaders to define target state architectures, security roadmaps, and governance models that align with enterprise priorities and regulatory requirements.</p><p>You will be a key member of the Fidelity Wealth Architecture leadership team, driving security innovation, DevSecOps maturity, and architecture standardization across cloud, data, and application domains. Your work will directly impact Fidelity’s ability to deliver secure and trusted experiences to millions of customers.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>15+ years of experience in software engineering and architecture, with a strong focus on security and enterprise-scale systems.</li><li>Proven leadership in security architecture, including cloud (AWS &amp; Azure), network, API, identity, and data protection.</li><li>Deep understanding of secure software delivery lifecycle, DevSecOps, and threat modeling practices.</li><li>Experience designing and implementing security controls in modern architecture styles (e.g., microservices, event-driven, serverless).</li><li>Strong familiarity with financial services regulations (e.g., SEC, FFIEC) and risk management frameworks.</li><li>Excellent communication and influencing skills, with the ability to engage senior stakeholders and mentor engineering teams.</li><li>Demonstrated ability to lead cross-functional initiatives, drive consensus, and deliver measurable outcomes.</li><li>Experience with architecture frameworks such as TOGAF or Amazon Well-Architected Framework.</li><li>(Preferred) Certifications such as CISSP, CISM, CCSP</li></ul><p><strong>The Team</strong></p><p>You will work closely with product owners, engineering leaders, and enterprise architects across Fidelity’s Wealth business and broader organization. You will participate in architecture review boards, risk assessments, and enterprise governance forums, ensuring alignment with Fidelity’s security strategy and architecture standards.</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>

Vice President, Security Architecture – Fidelity Wealth

<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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Rockville, MD

<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>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Rancho Bernardo, CA

<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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Houston, TX (Texas Medical Center)

<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>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Geneva, IL

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>The Systematic Equity Strategies (SES) team resides within Fidelity’s broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new quantitative strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The investment and research team dedicated to SES is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. AUM is approximately $30B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.</p><p><strong>The Role</strong></p><p>As an Investment Director, you will work closely with the SES institutional portfolio managers and investment team developing an understanding of the investment philosophy, process, and ongoing activities of the custom separately manage account (tax managed) solution. As an internal subject matter expert, you will work closely with the investment team and internal partners to deliver portfolio and business level analysis supporting client relationships and new business opportunities. Additionally, the role will identify and partner with cross functional teams to improve workflows and support the development of technology and applications to aid the investment management organization and business partners.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Contribute to the delivery of client centric investment content: account review presentations, account transition analysis, attribution analysis, marketing related pitchbooks and product summaries.</p></li><li><p>Serve a primary role supporting the investment content used in completing complex RFPs and ad-hoc client requests inclusive of organizing workflow within the investment team towards completion.</p></li><li><p>Build, maintain and grow partnerships across the distribution organization to broaden investment understanding and overall awareness of competitive strengths.</p></li><li><p>Support focus on investment and product education, as well as thought leadership initiatives.</p></li><li><p>Assist in identifying and defining workflows, support models, and resourcing to create efficiencies and help implement business requirements with internal partners.</p></li><li><p>Collaborate with SES institutional portfolio managers and product management team developing investment guidelines, competitive differentiators, and marketing strategy.</p></li><li><p>Partner with investment team and internal partners to define and develop investment analytics for usage in client reporting and marketing materials.</p></li></ul><p><strong>Qualifications</strong></p><ul><li><p>Bachelor's degree required, progress toward an advanced degree and/or CFA a plus.</p></li><li><p>3-10 years of investment related experience with a quantitative/systematic focus.</p></li><li><p>Preference for familiarity with tax managed investment products.</p></li><li><p>Proficient in PowerPoint, Excel, Word, and FactSet.</p></li><li><p>Coding proficiency a plus.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Enjoy working in a collaborative environment and thrive in a focused and dynamic organization.</p></li><li><p>Articulate with an interest in developing into a client facing role.</p></li><li><p>Ability to organize, prioritize, and manage time well.</p></li><li><p>Real passion for financial markets, investment process and provision of effective investment solutions.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

672 Fidelity Investments Jobs