Jobs at Fidelity Investments

Engage clients through appointments, webinars, market briefings, and live events to educate them on Fidelity’s brokerage offerings and trading strategies. Apply equity, options, technical, and fundamental analysis to support informed trading, improve customer retention, and identify business development opportunities. Maintain expertise in market mechanics, volatility, option Greeks, and statistics while representing Fidelity across digital and in-person channels.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and investment guidance, build trusted relationships, identify client needs, recommend investment strategies, and grow client assets. The role uses an existing client base and requires strong communication, relationship-building, financial product knowledge, and relevant FINRA licensing or the ability to obtain required licenses.

Leads comprehensive financial and estate planning engagements for high-net-worth clients and advisors. Develops retirement, investment, insurance, tax, trust, estate, and wealth-transfer plans using eMoney and related tools. Manages a regional territory, collaborates with advisors and planning teams, supports client engagement, and coaches junior team members. The role requires strong communication, emotional intelligence, independent decision-making, and expertise in complex financial and estate planning matters.

Paid 10-week actuarial internship supporting consultants who advise clients on employee benefit programs, initially focusing on defined benefit plans. Interns develop financial, business, analytical, and consultative skills while contributing to retirement, health and welfare, and employee communication projects. The role requires strong quantitative, writing, presentation, interpersonal, critical-thinking, and problem-solving abilities, along with curiosity, adaptability, and a willingness to learn.

Serve as the face of Fidelity by supporting clients, handling front-lobby transactions, addressing needs, and strengthening long-term relationships. Identify opportunities to deepen client relationships, make effective introductions, support branch growth, and champion technology adoption. The role includes training and preparation for Series 7 and Series 66 licensing, along with compliance-focused responsibilities and daily client support.

Serves as the face of Fidelity in a branch, supporting clients, handling front-lobby transactions, ensuring compliance, assessing client needs, and identifying opportunities to deepen relationships. The role requires strong customer service, interpersonal, organizational, and technology-adoption skills. Fidelity provides training and resources for the required Series 7 and Series 66 licenses while offering a full-time onsite work model and comprehensive benefits.

Supports Fidelity’s branch team by managing relationships with high-value clients, organizing Financial Consultants, coordinating client appointments, and identifying opportunities to deepen client engagement. The role requires personalized service, financial planning knowledge, market and product familiarity, compliance awareness, and the ability to cultivate a book of business while building long-term client relationships.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and investment guidance, uncover client needs, recommend investment solutions, and deepen relationships by attracting additional assets. The role serves an existing client base, requires strong knowledge of investment products, client communication skills, and FINRA licensing or the ability to obtain required licenses.

Develop customized financial plans for existing clients and warm leads using Fidelity’s planning tools and investment products. Conduct one-on-one client appointments, recommend solutions aligned with client needs, educate customers on investment options, conduct proactive outreach, build relationships, and refer clients to wealth management partners when appropriate.

Serves as Fidelity’s branch-facing Financial Representative, supporting clients, handling lobby transactions, ensuring compliance, identifying needs, and deepening client relationships. The role involves proactive introductions, exceptional customer service, technology adoption, collaboration, and branch growth. Fidelity provides training and resources to obtain the required Series 7 and Series 66 licenses.

Develops quantitative investment risk analytics platforms for alternative investments, including market, credit, liquidity, derivatives, leverage, VaR, stress testing, and PnL analysis. Builds and validates risk models, reporting workflows, dashboards, data pipelines, and automated controls using Python, R, SQL, Snowflake, Power BI, and financial data APIs. Partners with portfolio and risk managers to support portfolio construction, reconciliation, hedging, risk monitoring, and regulatory reporting.

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.

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.

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.

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.