Jobs at Fidelity Investments

Provide front-lobby client service and support, handle transactions and compliance, identify leads and deepen client relationships, adopt branch technology, and pursue FINRA Series 7 and 66 licensing with company support. Deliver exceptional interpersonal service, prioritize tasks, and contribute to branch success through introductions and collaboration.

The Crypto Research Associate will focus on conducting investment research in decentralized finance, developing frameworks for token evaluation, and collaborating on product development and thought leadership.

As a Data Consultant, you will manage data quality solutions for benefit programs, lead project delivery, and coordinate with clients and internal teams to ensure successful outcomes.

Manage and deepen relationships with high-net-worth clients, support Financial Consultants, schedule targeted appointments, identify opportunities to add value, and ensure client-focused, compliant service delivery. Provide personalized financial planning guidance and collaborate with branch teams to grow and maintain a book of business.

The DeFi Product Developer designs and manages DeFi investment products, overseeing protocol evaluation, vault construction, and integrating traditional finance with blockchain.

The Senior Compliance Consultant advises large clients on aligning retirement benefit programs with business objectives while ensuring regulatory compliance. Responsibilities include strategic discussions, project development, and maintaining client relationships.

Consult with large defined contribution clients on retirement benefit programs, aligning strategies with business objectives under ERISA regulations, while managing multiple projects and fostering team collaboration.

The Senior Consultant, Actuary advises clients on retirement and benefit programs, reviews annual pension valuations, trains associates, manages client budgets, and collaborates with business partners.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning and comprehensive investment solutions, deepen client relationships, and support retirement goals using Fidelity’s open architecture platform and training resources.

Work in-branch with existing clients and warm leads to develop customized financial plans, present investment solutions, and grow relationships. Use Fidelity planning tools and technology to conduct appointments, refer complex cases to wealth management, and follow up to implement client investment strategies.

Lead business development and service delivery of data consulting for Defined Contribution plans. Manage client relationships, deliver proposals to contract sign-off, oversee project plans, budgets and risks, and define/apply client-specific plan administration, systems configuration and data solutions.

Seeking a Senior Associate Actuary to perform pension valuations, assist in project coordination, and train analysts while ensuring compliance and client profitability.

The role involves advising clients on retirement benefits, leading pension valuations, training staff, managing client relationships, and overseeing project budgets.

Work in a Fidelity branch to develop customized financial plans, use Fidelity planning tools, engage existing clients and warm leads, present investment solutions, grow relationships through proactive outreach, and refer complex cases to wealth management partners. Requires in-person branch attendance.

Work in a Fidelity Investor Center to deliver customized financial plans, use firm planning tools, engage existing clients and warm leads, present investment solutions, grow client relationships, and refer complex needs to wealth management partners. Role requires in-branch attendance.