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<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>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. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Seattle, WA

<h3>Job Description:</h3>Job Title – LEAD SOFTWARE ENGINEERThis role, as part of the WI QE group, will be critical in supporting development of our capabilities relative to automation including supporting execution of our automation road map, working with team members to develop infrastructure and tools required across multiple technology stacks, working within guidelines and offering suggestions relative to governance procedures and overall development standards.You will focus on testing and building test automation solution for all layers of software application (including end to end automation) in a simulated environment. You will be working directly with other Peer Quality Engineers, Software Developers, Architects and business stakeholders to translate vision and designs into sustainable business solutions. You will be responsible for the development and maintenance of test automation solution for complex software applications, configurations and utilities ensuring they are built with quality and adhering to the engineering practices, performance and responsive to the device accessing the application.The Purpose of This RoleThe primary objective of the WI QE team is to enable the WI business in the US, while working with IT business partners in the US in a well-integrated way. Over the past 10 years the team has developed technical expertise on various functions within each business line of Workplace investments, across strategic new products and within data engineering. We strive to achieve technical excellence in each of these functions and help the WI business accomplish its long-term objectives. This role focuses on the automated testing of all layers of software application and building an end-to-end test automation suite for simulated environment. This role demands a high level of collaboration across squads within SPS domain, including architects and systems analysts and developers to define effective test strategies for executing and automating diverse user scenarios, thereby contributing to the delivery of an exceptional customer experience.The Value You Deliver<ul><li>Translate business and systems requirements into technical requirements for automation and software tools &amp; framework.</li><li>Design, develop, document, and maintain automated tests and software tools.</li><li>Actively contributing to the day-to-day planning, design, execution, and reporting of automation metrics and KPI’s</li><li>Adhere to software engineering principles in development of automation software and develop software to test software and keeping zero tech debt with sonar quality gate.</li><li>Understand and apply test driven/behavior driven design concepts to test and debug automated solutions and software utilities developed by self and others.</li><li>Do white box testing where required</li><li>Deliver accurate and maintainable code for automated test suite and software utilities.</li><li>Collaborate with other technical resources to:<ul><li>Suggest improvements for processes, best practices, and standards.</li><li>Identify opportunities to improve maintainability of automation platform.</li></ul></li></ul>Responsibilities in this Role<ul><li>Translating business and systems requirements into test strategy, test scenarios and test plans.</li><li>Designing, developing, documenting, and maintaining optimized automated test scripts.</li><li>Rotational QE - On-call Support in Prod and Preprod infrastructure.</li></ul><ul><li>Adhering to Engineering Practices in development of automation framework.</li><li>Understand and apply BDD design concepts to test software solutions.</li><li>Delivering accurate and maintainable code for automation and software utilities.</li><li>Measure and Report key QE metrics.</li><li>Accessibility Testing on web browser pages.</li><li>Contribute towards Quality Engineering chapter initiatives.</li><li>Collaborating with other technical resources to:<ul><li>Suggest improvements for processes, best practices, and standards.</li><li>Identify opportunities to improve maintainability of automation platform.</li></ul></li></ul>The Skills that are Key to this roleBusiness / Domain <ul><li>Deep/Good understanding of Stock Plan Services.</li><li>Good understanding of Brokerage Business.</li><li>Good understanding of Mainframe &amp; Global Recordkeeping system.</li></ul>Behavioral<ul><li>You should have good Written and verbal communication and presentation skills.</li><li>Your ability to work effectively with both business customers and project team members will be a strong factor that will be considered.</li><li>Good interpersonal, relationship management and facilitation skills.</li><li>Adhere to all Fidelity policies.</li></ul>Technical skills <ul><li>6 - 8 Years of experience predominantly in software test/ Quality Engineering.</li><li>Hands on experience in different types of testing in a Simulation Environment.</li><li>Hands-on Software Development in Test experience, which includes any of the following:<ul><li>5+ years of using programming languages like Java / Typescript.</li></ul></li><li>Good understanding of BDD, CI-CD and DevOps concepts is mandatory.</li><li>Expertise in following is required:<ul><li>Mainframe Systems testing (CICS Screen, VSAM Files, DB2) with Automation</li><li>ETL &amp; Data Replication Validation with Automation</li><li>Validation of RESTful web services with Automation</li><li>Validation of Event Based Architecture using automation.</li><li>Hands-on experience in Playwright &amp; Karate</li><li>Jenkins / Git Hub Actions (CI/CD Pipelines)</li></ul></li></ul><ul><li>Experience in the following is a strong plus:<ul><li>Experience in Simulation Environment testing</li><li>Mobile Device Validation</li><li>Cloud certification in (AWS/Azure)</li><li>Service Virtualization (Wire-Mock, Firefly)</li></ul></li></ul>How Your Work Impacts the OrganizationThe primary objective of the Workplace Solutions team is to enable the WI business in the US, while working with IT business partners in the US in a well-integrated way. WI comprises five business lines - Defined Contributions, Defined Benefits, Stock Plan Services and Health Care Group and Health Savings Account. Over the past 10 years the WS team has developed technical expertise on various functions within each business line of Workplace investments, across strategic new products and within data engineering.Company OverviewFidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully functional unit at Chennai. To know more visit: <a href="https://india.fidelity.com/india/" target="_blank">FMR India</a>Location: ChennaiShift timings: 11:00am - 8:00pm<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Lead Software Engineer

<h3>Job Description:</h3>Job Title: Squad LeaderThe Purpose of this RoleAs the squad lead in the compliance space requires the deep understanding on the asset management domain, as this product area touches all the asset classes and Advisor. Any prior working on the investment &amp; regulatory compliance and trading workflows will be preferred.As the Squad Lead, you are the end-to-end gatekeeper of the squad roadmap, strategy, and execution while delivering on the strategic priorities. In an agile structure, you will partner with other global Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You will ensure alignment on the “what” and “when” work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and domain depth to ensure you bring the latest thinking to your role. Since this is a senior grade and leadership role, this position may require leading an initiative that spans across squads within the product area.The Value You Deliver<ul><li>Driving the charter for the squad and eventually helping the product area initiatives - demonstrate strong ownership with different business stakeholders to arrive at a mission and overall objectives laid out as time-based milestones, execute the strategy with the squad to accomplish the outcome with timely communication and update to the stake holders.</li><li>Have the strong understanding of different business workflows of Compliance business, established network within Technology and Business organizations to drive the outcome.</li><li>Has driven product area initiatives in the past and would bring all the experience to execute the strategic initiative across tech and business stakeholders. </li><li>Defining, refining, and communicating the squad’s mission and roadmap to motivate and establish team and partner support and alignment</li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client/partner needs to serve as their voice and guide execution of the team</li><li>Defining, evaluating, and communicating results against acceptance criteria</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Measuring performance against established objectives that deliver on agreed-upon business, technology, and people results</li><li>Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development, and learning</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Collaborating with the team and hence report out the project milestones and commitments to the stakeholders and timely report the progress made thereof.</li></ul>The TeamThe role is to support the Compliance, Regulatory and Business Operations Business, supporting, product area leader, other Squad Leaders, Scrum Masters, and Chapter Leaders. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.The Skills that are Key to this Role<ul><li>Understanding and Knowledge of Asset management Business</li><li>Good understanding on the Investment Compliance business domain</li><li>Understanding on the trading product line of any asset class</li><li>Can independently perform data analysis</li><li>Has driven big initiatives independently and has the leadership skills to be able to drive cross product areas initiative to completion. </li><li>Take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>Have coordinated E2E testing with cross partners.</li><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>Continuously improve and encourage an agile way of working</li><li>Establish and maintain unquestioning relationships as you work multi-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>Intellectually curious and model a culture of continuous learning, mentoring, and coaching</li><li>Committed to developing a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Proven experience with minimum viable product definition and product backlog management</li><li>Adept at detecting scope changes and raising issues</li><li>Strong SQL skills and fair understanding of Technology</li></ul>How Your Work Impacts the OrganizationAsset Management Technology (AM Tech) is the business unit that is responsible for delivering innovative, scalable, industry-leading investment tools that enable Fidelity’s Investment &amp; Asset Management business to achieve a competitive advantage globally. AM Tech is an integral partner in setting Asset Management's strategic direction and has shared accountability for achieving Asset Management goals. AM Tech is a global organization of technologists based in the United States, London, India, and Ireland. Supporting multiple business functions in Investment Management and Advisory domain like Portfolio Management, Research &amp; Trading.The Expertise We’re Looking For<ul><li>Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field; CFA / CFP designation or post-graduate degree in finance or a related field a plus</li><li>&gt; 5 years awareness of Agile delivery environments and 15+ years of experience in end-to-end technology solution delivery</li><li>Experience designing, developing, and maintaining dynamic products and solutions</li><li>Financial services experience preferred</li><li>Jira and Jira Align experience preferred</li><li>Experience in the Asset Management industry and Managed Account Domain is must</li></ul>Location: Bangalore – Embassy Golf Links Business Park, (EGL)Shift timings: 11:00 AM - 8:00 PMFidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. For roles based in the US : Visit myHR and search for “accommodation” to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.For roles based in Ireland: Contact <a href="mailto:AccommodationsIreland@fmr.com" target="_blank">AccommodationsIreland@fmr.com</a> For roles based in Germany: Contact <a href="mailto:accommodationsgermany@fmr.com" target="_blank">accommodationsgermany@fmr.com</a><a href="https://cdn-static.findly.com/wp-content/uploads/sites/1439/2021/03/Fidelity-Global-Applicant-Privacy-Notice_20210308_FINAL2.pdf" target="_blank">Fidelity Privacy policy </a><h3>Certifications:</h3><h3>Category:</h3>Product Management

Squad Leader - Asset Management Domain

<h3>Job Description:</h3>Principal SOC ResponderThe RoleFidelity’s Security Operations Center (SOC) is seeking a Principal SOC Responder. This is an opportunity to meaningfully contribute to a highly visible security operations function with global impact upon Fidelity, its affiliates, business units, partners, and customers. While working as part of this team, the successful individual will provide world class incident response functions to detect, protect, respond, and sustain operations within cyberspace. This role will be:· Capably leveraging their high level analytical, investigative, and puzzle-solving skills to accurately identify solutions to unusual and complex problems· Utilizing a strong understanding of attacker TTPs and associated detection methods to drive effective and focused incident response.· Developing and maintaining our SOAR platform, with focus on AI and Automation· Performing network and host-based forensic analysis to identify indicators of compromise, drive containment, suggest remediation, and create alerting.· Writing and tuning threat detection content.· Actively participating and leading Red Team and Purple Team initiatives.· Engaging in Threat Hunting activities.The Expertise and Skills You Bring· 10+ years Information Security Incident Response experience with a focus on detection and response to malicious activity using log data from various sources preferred.· Strong Networking and Systems experience, preferably in an Enterprise environment· Strong understanding of Information Security and the threat landscape surrounding enterprise systems.· Strong Scripting experience (python, powershell, Unix shell)· Demonstrated experience working in all phases of the SDLC· Deep understanding and experience using cyber security operations, security monitoring, endpoint(EDR), Network, and SIEM Tools.· Prior SOC experience a plus· Extensive knowledge of network and server security protocols, technologies, and products.· Industry recognized certifications (CISSP, GCIH, GCFA, OSCP, etc) preferred· Strong oral and written communication skills.· Relentless curiosity and attention to detail· Ability to learn quickly and leverage prior experiences to effectively solve current security challenges.· Refusing to accept the status quoThe Team The Security Operations Center protects Fidelity and its customers by employing people, processes, and technology to continuously monitor and improve Fidelity’s security posture. While we are able to deploy the latest technology, we believe our greatest asset is our people.As part of Fidelity’s Security Operations Center, the Incident Response Team is primarily responsible for preparation, detection and analysis, containment, eradication, recovery, and post-incident activity related to cyber incidents. The Principal Incident Responder role will play a key part in driving our strategy forward.Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Principal Cybersecurity Specialist

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Colorado, California, or Washington.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.The base salary range for this position is $110,000 - $160,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Director, Advanced Planning - REMOTE - CO, WA, CA

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Rochester, NY

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Sunnyvale, CA

<h3>Job Description:</h3>Job Title: Lead - Software EngineeringThe Purpose of Your RoleWorkplace Investments(WI) technology team is seeking a highly motivated individual to contribute as a lead software enginer for next gen API platform in Participant recordkeeping application. You will be part of the team which creates the highly scalable high performing API’s and shape the experience of 30+ million customers of Fidelity across the world. In this role, you will partner closely with the business, squad leaders, technical architects and other stakeholders to create the next generation of API’s as a product, which will be used by multiple channels concurrently.The initiatives that this team is involved in, have visibility at executive level and part of the firm’s multi-year commitment towards tech advancement.The Value You DeliverThe ideal candidate will be a self-motivated team player committed to delivering high quality products aligned to good engineering principles<ul><li>You will have an opportunity to leverage your skills and knowledge to contribute to the team’s success through analysis, design, development and delivery</li><li>You will develop an understanding of the business domain in order to participate in discussions, planning, and provide feedback to drive the team and product forward</li><li>You will provide pro-active consulting in the definition phase about the non-functional requirements and its financial implications.</li><li>You will work with architects, project team, technical leads to understand the design and develop applications.</li><li>You will work with the team to manage technology obsolescence of the product and align to enterprise directives.</li><li>You will work towards Identifying opportunities to bring emerging technologies/solutions to deliver innovative solutions to meet business objectives</li><li>You will embrace and promote the principles of Agile development, Continuous Integration/Delivery and DevOps</li></ul>The Skills that are Key to this role<ul><li>You know C++, .Net, .Net Core, C#.</li><li>You know Object Oriented design and development skills.</li><li>You have handson experience with azure cloud platform</li><li>You are highly competent in Web Services (SOAP, REST), Multithreading and design patterns.</li><li>You are comfortable with Devops Technologies and GIT/Stash</li><li>You have expierince in design, development and maintence of highly scalable and reliable API applications</li><li>You have passion for technology and the financial domain with demonstrated ability to learn quickly</li><li>You have Experience in reverse engineering and understanding existing applications</li><li>You are comfortable with SQL (Oracle experience preferred), Unit testing</li><li>You know Acceptance test-driven development</li><li>You are Delivery focused with the ability to take full ownership</li><li>You have Experience working with distributed teams in different time-zones</li><li>You are Strong commitment to quality, documentation and engineering excellence</li><li>You have Strong communication skills, problem solving skills and adaptability</li><li>You have excellent collaboration and Interpersonal skills</li></ul>The Skills that are Good to Have for this role<ul><li>Knowledge of java and other distributed systems</li><li>Azure Certification of cloud skills</li><li>Knowledge of VC++, C++ and other legacy technologies</li><li>Awareness of unix and shell scripting basics</li><li>You have Great attitude, being a mentor, team player and effective contributor</li><li>You are Self-Motivated and resourceful. Confident and able to work alone as effectively as in a team</li></ul>How Your Work Impacts the OrganizationWorkplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online, over the phone. WI business constitutes of four different product lines Defined Contribution(DC), Defined Benefits(DB), Health &amp; Welfare(HW) and Stock plan services(SPS).The Expertise We’re Looking For<ul><li>6-8 years of IT experience</li></ul>Location : Bangalore - Manyata/EGLShift timings: 11:00 am - 8:00 pm<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Lead - Software Engineering

<h3>Job Description:</h3>This job requires you to live in the Greater Bay Area, CA, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $90,000 - $150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Workplace Financial Consultant - Bay Area, CA

<h3>Job Description:</h3>VP Pre-Approved Document ConsultingThe RoleIn this role you will lead a team of Fidelity Investment’s Pre-Approved Document Consultant Leaders. The Pre-approved Document Consulting teams provide Legal Retirement Plan Document Support for our clients using Fidelity’s IRS Pre-approved Document Program. The team owns the negotiation and facilitation of our Defined Contribution Contract and Plan Documents with our Defined Contribution plan sponsors.<ul><li>Leading responsibility for 7-10 associates, including director level team leaders and associates</li><li>Serve as the face of Fidelity in negotiations with clients facilitating Contracts and plan document amendments</li><li>Build cross-company relationships and work closely with a team of professionals to deliver outstanding service to our business</li><li>Keep actively informed, and be a trusted advisor, on regulatory changes that impact Fidelity's provision of Defined compensation services related to the pre-approved program and our business partners</li></ul>The Expertise and Skills You Bring<ul><li>Minimum of 10+ years of shown experience, preferably including Defined contribution Plan, ERISA, compliance/legal experience</li><li>Strong contract drafting, review and negotiations skills</li><li>Leading Responsibility of compliance, risk, contracts Legal, or Client facing teams.</li><li>Keen knowledge of U.S. securities laws, rules and regulations, and data privacy laws</li><li>High level interpersonal and diplomacy skills</li><li>Stellar ability to simplify complicated issues and build consensus among opposing interests</li><li>Effective speaking, writing and presentation skills</li><li>Law firm or equivalent experience preferred</li><li>Requires a four (4) year college degree, MBA/JD strongly preferred</li><li>Ability to travel 25% of the time</li></ul>The TeamWe are an organization of professionals who lead the contractual, risk and business framework for client service agreements with our Pre-approved DC Plan Services clients. We are client-facing associates who collaborate with internal business partners, and negotiate with external partners, in all phases of the contracting process. We strive to build strong client relationships for one of the fastest growth areas of Fidelity.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.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.

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