Job Description:

Sales & Wealth Planning

Financial planning at Fidelity? People-focused. Collaborative. Driven. Just like you. Whether it's personal needs-based investment guidance, wealth management, retirement planning, income strategies or college planning services, you'll have a full range of products, solutions and support needed to provide the best customer experience.

The impact you can deliver:

• Provide consultative investment and financial planning guidance
• Manage high-net-worth client accounts and account teams
• Act as a liaison between the customers and Fidelity to drive customer satisfaction

Asset Management

Investing is a fast-paced, resource-rich environment where we always do what's best for our customers. From fund management to compliance and risk oversight, your work will help clients achieve their investment goals.

Some of the guidance you'll provide:

• Investment research
• Portfolio management
• Trading
• In-depth reporting and analysis

Customer Service

When it comes to supporting our customers, it's all about building relationships. Connecting with customers, listening, and acting with empathy as you work to understand their long-term goals. You'll make an impact on their financial futures each and every day, with the support and resources of one of the world's largest financial firms.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.