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

Fidelity Investments

Investment Sales Associate - January 2026 (Smithfield)

<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 $59,000 - $74,000 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 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Bellevue, WA

Investment Sales Associate - January 2026 (Westlake)

<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 $59,000 - $74,000 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>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Brea, CA

<h3>Job Description:</h3><p><strong>Squad Leader – Blockchain &amp; Trading | </strong><strong>Fidelity Digital Assets®</strong></p><p><br>Fidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Blockchain &amp; Trading Squad Leader (Product Owner) on the Fidelity Digital Assets® Product Delivery team you would have the opportunity to directly contribute towards this future. </p><p><br><strong>The Role</strong><br>We’re looking for a team-focused Product Owner with phenomenal interpersonal skills that will work collaboratively across business and technology teams. This role has the unique opportunity to design and deliver crypto custody, digital asset wallets, and blockchain solutions. </p><p><br>The Product Owner for this team will ensure alignment on “what” and “when” work is to be performed through continuous planning and management of a roadmap that serves the Fidelity Digital Assets® Product and Operations teams. You partner to reconcile cross-squad dependencies while taking ownership of the product backlog that enables effective delivery. You work closely with your delivery team, in an agile structure, to deliver trading solutions that drive efficiency and effectiveness against defined product objectives and the squad mission. You engage squad members for their input, deliver on sprint commitments, continuously improve, innovate, experiment, learn and celebrate success. You ensure releases are of the highest quality and are implemented seamlessly by ensuring business readiness. You are committed to developing others and yourself to ensure the latest thinking and knowledge is integrated into the culture of the squad.</p><p><br>This role requires a dedicated, committed, and passionate leader who is able to:</p><ul><li>Design and lead delivery of a platforms involving blockchains, trading, and portfolio management</li><li>Inspire and empower the squad through a shared mission and roadmap that aligns the work they do and the value they deliver to the partners they support</li><li>Guide the team by serving as the voice of the client/partner towards high value, high quality execution</li><li>Clearly communicate impediments, progress, and results against established objectives.</li><li>Establishes KPI’s to measure progress agreed upon business, technology, and people results</li><li>Collaborate and coordinate with Technology Engineering Management and Scrum Masters to build squad capacity and capability that cultivates a growth mindset</li><li>Make informed decisions to balance quality, cost, and timeline constraints</li><li>Improve value delivery and delivery excellence from planning through implementation</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required, MBA a plus</li><li>7+ years of combined product management experience working with trading, blockchain technologies, financial services, technology, and/or leading agile teams</li><li>Experience with trading platforms, trading models &amp; algorithms, and/or portfolio management required</li><li>Cryptocurrency, blockchain, and/or decentralized finance (DeFi) interest, knowledge and/or experience required</li><li>Jira and Jira Align experience preferred</li><li>Roadmap Management - skilled at defining and managing roadmaps that align business, data, and technology objectives by using quantitative and qualitative approaches to understand, sequence and prioritize needs</li><li>Discovery - crafting current/future state diagrams, process flows, use cases that position prioritized areas for delivery success</li><li>Planning – experience planning across teams for dependency alignment and facilitating quarterly planning activities that effectively break down work towards sprint goals</li><li>Backlog Ownership – owns the backlog to ensure epics and stories are clear and concise with well-defined business value and acceptance criteria. Ensure backlog readiness for upcoming sprints</li><li>Quality Execution – attention to detail with unwavering dedication to quality that is not limited to sign off. Ensure business readiness that ultimately delivers a seamless implementation</li><li>Partnerships - develop positive relationships and champion a collaborative team environment</li><li>Leadership – demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams</li><li>Management – able to delegate, coach and deliver feedback to Business Analysts and/or Associate Product Owners that may report directly to you. Prioritize management responsibilities and support that cultivates associate growth and career development.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>This Squad Leader role sits within the Product Delivery team that is central to enhancing and delivering platform capabilities that power our Digital Asset product offerings and business needs. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business while always seeking to increase the value we provide through our product delivery practice.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Squad Leader – Blockchain & Trading | Fidelity Digital Assets®

<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 - Cleveland East, OH

<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>Insurance License - Issuing Authority, 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 -Memphis, TN

<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 $59,000 - $74,000 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 - Burlingame, CA

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. <strong>This role is a liaison for the Shareholder Reporting business team to the IT systems groups. </strong>This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. <strong>The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team.</strong> </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred). </li><li>5+ years project experience required (active participation and/or management) </li><li><strong>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</strong> </li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment. </li><li>Your strong verbal and written communication skills </li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact. </li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact. </li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions. </li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions. </li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point. </li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives. </li><li>Your extensive understanding of MS Office. </li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred. </li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus. </li></ul><p><strong>The Team</strong> </p><p>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines. </p><p><strong>#FFIOALTS </strong></p><p><strong>#FidelityAlts</strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Principal Business Analyst, Alternative Investments

<h3>Job Description:</h3><p><strong>Senior Manager, Advisor Oversight – Alternative Investments</strong></p><p>Strategic Advisers’ Advisor Oversight Team partners closely with Fidelity’s investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures. The team is looking to add a Senior Manager to support the Alternative Investment component of the program. Alternative Investments include private equity, private credit, private real assets (real estate and infrastructure) and hedge funds. Reporting to the Vice President, Advisor Oversight – Alternative Investments the individual will be responsible for the following activities: </p><ul><li>Work with the team to support the development of a best-in-class Alternative Investment due diligence and oversight program covering all private assets classes, hedge fund strategies and structures.</li><li>Create Board and Committee material to support cross-functional program reporting and decision making for the Alternative Investment boards, committees and workgroups. <ul><li>Key partners include: Investment Management, Compliance, Legal, Risk, Treasurers Office, Product, and Operations.</li></ul></li><li>Participate in initial and ongoing operational due diligence and oversight for funds and programs investing in alternative investment and private asset strategies; and investment advisors managing alternatives products and funds</li><li>Evaluate control environments of potential investment advisors and managers.</li><li>Provide operational risk assessment of firms and products under consideration.</li><li>Seek to identify opportunities for improvements in program and processes through technology solutions and/or process efficiency gains</li></ul><ul><li>Team responsibilities include: <ul><li>Participate in initial operational due diligence with potential investment advisors and managers to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration.</li><li>Conduct ongoing monitoring activities to identify any material risks across the investment advisors and products, which include, but not limited to, coordination of the periodic questionnaire distribution and review across departments, oversight and assistance with collection and review of documents as needed</li><li>Prepare reports and presentations used to support board, senior management, committee and stakeholder meetings</li></ul></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>5+ years of working experience</li><li>Bachelor’s degree required</li><li>Operational Due Diligence experience at a bank, asset allocator, fund of funds, private fund or other investment platform is preferred</li><li>Your direct experience with Business Development Companies (BDC), Limited Partnerships, interval funds, tender offer funds and hedge fund structures across Alternative Investments and products is a plus</li><li>Background in investment accounting/audit, compliance, or risk management at a financial institution</li><li>Strong project management and relationship management skills</li><li>Excellent verbal, written, and interpersonal communication skills</li><li>Strong analytical skills with high attention to detail and accuracy, and strong organizational and problem-solving skills; ability to understand complex issues.</li><li>Your ability to own initiatives and issues and see them through to completion</li><li>Ability to simultaneously address multiple issues and quickly respond to shifts in priorities.</li><li>Experience working collaboratively with business, distribution, service providers, Risk, Legal, and Compliance teams</li><li>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>.</li><li>Ability to travel up to 25% of the time</li></ul><p><strong>The Team</strong></p><p>The Advisor Oversight Team partners closely with Fidelity’s investment management teams and key stakeholders to identify and manage risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures, including the growing Alternative Investment business. The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. The team is also responsible for the illiquid manager oversight program. The team interacts frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations.</p><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><p><strong>Company Overview </strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p>The base salary range for this position is $85,000-171,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations

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