Jobs at Fidelity Investments

Face-to-face financial consultant advising existing clients in an Investor Center. Deliver personalized investment and retirement planning, deepen relationships, present complex solutions, and cross-sell investment strategies using Fidelity's product platform and training resources.

Provide one-on-one investment guidance to existing clients and warm leads using Fidelitys planning tools. Develop customized financial plans, recommend and implement investment solutions, and grow client relationships through proactive outreach and consultative conversations. Use technology to prepare for appointments and coordinate referrals to wealth management partners as needed.

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.

Support day-to-day operations for digital asset investment products, coordinating fund flows and the investment lifecycle. Work with front office, fund administrators, engineers, counterparties and vendors to execute operational processes, maintain controls, reduce risk, and identify process improvements.

Manage day-to-day operations for digital asset investment products, overseeing trade and investment lifecycle, cash flows, controls, and product launches. Coordinate with front office, fund administrators, engineers, trading counterparties, and vendors to reduce operational risk and support new product development.

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 with existing clients and warm leads in an Investor Center to develop customized financial plans, recommend investment solutions using Fidelity planning tools, and grow client relationships through proactive outreach and consultative service.

Support branch Relationship Managers by strengthening client relationships, organizing Financial Consultants, and driving targeted client appointments. Deliver personalized financial planning support, maintain compliance, identify opportunities to grow client relationships, and collaborate with the branch team to execute client contact strategies and deepen long-term engagement.

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.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, and driving client engagement. Cultivate a book of business, facilitate targeted appointments, provide personalized financial planning insight, and operate within compliance and regulatory frameworks. Deliver polished communication, collaborate with team members, and use coaching and training to deepen long-term client relationships.

Meet with clients in an Investor Center to provide personalized financial planning and investment solutions, deepen relationships, and support retirement goals using Fidelitys product platform and resources. Deliver client-centered service, recommend strategies, and mentor clients while collaborating with the team and completing training and onboarding.

Work face-to-face in an Investor Center to build and mentor client relationships, deliver personalized financial planning, recommend investment solutions, grow client assets, and represent Fidelity’s brand using firm resources and training.

Manage and deepen relationships with high-net-worth clients, coordinate branch financial consultants, set targeted client appointments, identify planning opportunities, and deliver personalized service while working within compliance requirements.

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.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, facilitating targeted client appointments, and cultivating a book of business. Provide personalized financial planning insight, operate within compliance and deadlines, and collaborate with team members to deepen long-term client engagement.

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.