Teams 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.