field_job_employment_type

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<h2>Job Description:</h2><p>The Role </p><p>As Engagement Lead  you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity's most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity's businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.<br><br>The Expertise &amp; Skills you bring </p><ul><li>You hold an MBA, or equivalent business, strategy, or analytical background.</li><li>The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.</li><li>You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.</li><li>Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation</li><li>Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape</li><li>Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research</li><li>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations</li><li>Ability to assess risk and operationalize findings - turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul><h2>The Team</h2><p>Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity's future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity's future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges - preparing you for increasing leadership roles and advancing your career.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Fidelity Investments

Engagement Lead

<h2>Job Description:</h2><p>Do you want to join a collaborative environment where ideas flourish and innovation thrives? Are you interested in using innovate technology and user-centric design to help transform the way business units work at Fidelity? As a full-stack engineer within Fidelity Enterprise Technology, you'll be a member of an Agile scrum team responsible for working across the firm. As full-stack engineers, we pride ourselves on having a thirst for continued learning, a team-first attitude, and a focus on delivering value to the organization, We work with peers and leaders, looking into their future roadmaps and leaning in with expertise to help them design and craft a sophisticated and intuitive desktop platform used by Fidelity's front-line associates to assist millions of customers with financial planning, investing, and retirement solutions, This role will provide you with opportunities to expand upon your knowledge and abilities. In turn, Fidelity will tap into your expertise to better help our business partners meet their goals.</p><h2>The Expertise and Skills You Bring</h2><ul><li>Hands-on experience in Java, Python, JavaScript and experienced in developing APIs and micro-services.</li><li>Demonstrated experience with  Docker/Kubernetes and container-based development and deployment practices.</li><li>Experience with CI/CD pipelines and using uDeploy and similar tools.</li><li>Understanding of modern data architecture, experience with NoSQL (MongoDB, DynamoDB, etc) a plus.</li><li>Hands-on Azure / AWS experience including certifications, training. Working with Event Driven Architecture -- Kafka, Webhooks</li><li>Expertise with Agile (Scrum, Kanban) delivery and software design, development, test and operational automation.</li><li>Understanding of enterprise-scale platform architecture including high availability and business continuity.</li><li>Demonstrated experience in designing, developing, testing, and supporting contact center or similar products.</li><li>Ability to trouble-shoot complex data issues across the e2e technology stack.</li><li>Test Driven Development -- JUnit, Jasmine, Karma, Protractor, Jest, etc.</li><li>Ability to work independently and professionally in high pressure/visibility situations within tight timeframes.</li><li>Self-starter, curious, collaborative, innovative, eager to learn, and mentor others every day.</li><li>8+ years hands-on experience as a software engineer.</li><li>Bachelor's degree in Computer Science or equivalent experience.</li></ul><h2>The Team's Mission</h2><p>We empower business units with an integrated, initiatives and unified desktop platform to improve efficiency, champion collaboration, cultivate innovation, and drive a faster time to market at lower cost.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Principal, Full Stack Engineer

<h2>Job Description:</h2><p>Director, FDAS Compliance - Regulatory Relationship and Exam Management</p><p>The Role</p><p>As a member of the Fidelity Digital Asset Services, LLC ('FDAS') Compliance team, you will serve as an informed and trusted business partner, who promotes a culture of ethical conduct and commitment to compliance, regulatory and legal obligations. In this role on the Regulatory Compliance Team, you will support regulatory oversight of FDAS, collaborating closely with many teams within FDAS and across the Fidelity organization, such as Personal Investing, Fidelity Institutional, and Workplace Investing. You will be responsible for: </p><ul><li>​Oversight of regulator relationships and interactions by providing leadership to decentralized teams of individuals to support regulatory reporting, examinations, responses and communications. </li><li>Directly managing regulatory examinations and ongoing supervisory requests, which includes preparation of business/stakeholders, coordination and engagement during exams, and facilitation of complete and timely responses. </li><li>Assisting the growing FDAS business in identifying and managing regulatory risks. </li><li>Supporting new and existing FDAS products, services, and geographic expansion of the business</li><li>Tracking the evolving regulatory landscape within the digital assets industry; reviewing and analyzing regulatory requirements and potential impact to the business. </li><li>Advising and shaping governance, reporting and the overall control environment across FDAS.</li><li>Building connections between FDAS and Enterprise Compliance policies and functions.</li></ul><p>The Expertise and Skills You Bring </p><ul><li>10+ years of related work experience as a regulator or interfacing with regulators in a Compliance, Risk or Legal function.</li><li>Experience interacting with federal and/or state regulators for a financial services company or money transmission regulatory program, including filings, registrations and licensing, regulatory exams and routine communications. </li><li>4-year college degree required, master's degree, MBA or JD is a plus.</li><li>Strong attention to detail and experience supporting a regulatory compliance program.</li><li>Strong analytical, organizational, and problem-solving skills.</li><li>Strong relationship and communication skills; strong ability to work independently and as part of a closeknit team.</li><li>Ability to work effectively in a fast-moving, challenging regulatory environment.</li><li>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships.</li></ul><p>The Team</p><p>This team reports to the Chief Compliance Officer for Fidelity Digital Assets, a full-service, enterprise-grade platform for securing, trading, and supporting investments in digital assets. FDA is part of the Enterprise Services portfolio of agile, standalone organizations, which drive innovation, with the purpose of collaborating with Fidelity's businesses to develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improve the customer experience. The Enterprise Services portfolio also includes Fidelity Labs, the Fidelity Center for Applied Technology, F-Prime Capital, and Impresa Management LLC.</p><p>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling 'Dynamic Working'. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.</p><p>Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.</p><p>Salary Grade: 7</p><p>Organization: Enterprise Services Compliance</p><p>Category: Compliance</p>The base salary range for this position is $100,000-$169,000 per year.  <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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 every other week (all business days, M-F) in a Fidelity office.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Director - Fidelity Digital Asset Services, Regulatory Relationship and Exam Management

<h2>Job Description:</h2><h2>Financial Representative</h2><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h2>The Expertise We're Looking For</h2><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Purpose of Your Role</h2><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h2>The Skills You Bring</h2><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h2>Our Investments in You</h2><h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h2><h2>The Value You Deliver</h2><ul><li>A key member of the team, you are offering support to Fidelity's most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Financial Representative - Boca Raton, FL

<h2>Job Description:</h2><h2>Financial Consultant</h2><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h2>The Purpose of Your Role</h2><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2><p>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Financial Consultant - Paramus, NJ

<h2>Job Description:</h2><h2>Senior Manager, Product Strategy, Advice Offerings </h2><h2>Job Description</h2><p>You blend strategic thinking with a passion for delivering results, while being laser focused on providing value to our customers, participants, and internal business partners. As a member of the Workplace Managed Account Strategy team, you will collaborate with your team and our business partners to establish strategic direction for PPA-W by conducting market, competitive research and/or analysis to identify and prioritize strategic opportunities. You will partner with other to influence strategic decisions and roadmaps and execute on specific deliverables. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><h2>The Team</h2><p>As part of the Workplace Managed Account Product Area, the strategy team, is responsible for establishing the product's next 2-3-year strategy by interpreting market signals, understanding clients and customers' needs and assessing competitive landscape to define the top growth opportunities, ideate and enhance existing or incubate new offerings. As a team, we believe that balancing collaboration with strategic thinking infused by data-driven outside-in insights would lead to the best possible outcomes.</p><h2>The Value You Deliver </h2><ul><li>Work with Product Area and Group/Squad leadership to maintain a backlog of opportunities by developing business cases, product roadmaps, eventual go-to-Market strategies, and Thought Leadership</li><li>Work across the Product Area to facilitate prioritization, resourcing, and outcomes</li><li>Communicate externally with partners to ensure teams are building the right solutions to meet customer needs, communication status and buffers team from potential distractions</li><li>Build credibility and trust with a diverse set of partners to influence Group/Squad goals and visions</li><li>Conduct market, customer, and competitive research to bring an outside-in perspective to help shape strategy and inform prioritization for the Tribe and Squads</li><li>Leverage outside-in insights to develop hypothesis and identify top bets</li><li>Lead ideation, shaping of new strategies </li></ul><ul><li>Incubate early stage concepts to test and refine market potential</li></ul><ul><li>Develop executive level communications for internal and external use</li><li>Participate in and facilitate regular strategic planning discussions  </li></ul><h2>The Expertise You Have </h2><ul><li>Experience in management consulting and/or product strategy, and/or distribution strategy is strongly preferred</li><li>Financial services experience preferred, but not required</li><li>Bachelor's or equivalent with 5+ years of experience</li></ul><h2>The Skills You Bring </h2><ul><li>Experience working in a fast-paced environment, testing and learning to optimize impact</li><li>Data-driven attitude to frame market opportunities and inform 'key strategic questions'</li><li>Continuous improvement mindset and intellectual curiosity</li><li>Excellent consultative, listening, communication, and analytical skills</li><li>Customer obsessed and have proven commitment to delivering frequent, high business value</li><li>Ability to see opportunities for innovation and taking thoughtful risks to get the work done better and faster</li><li>Strong cross-functional leadership and collaboration skills to navigate a demanding environment and influence stakeholders with a range of priorities and perspectives</li></ul><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Senior Manager, Product Strategy, Advice Offerings

<h2>Job Description:</h2><p>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><p>The Expertise We're Looking For</p><ul><li><p>Series 7, 63, 65, 66 required prior to hire</p></li><li><p>Insurance licenses must be obtained within 6 months of hire</p></li><li><p>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</p></li><li><p>A sound understanding of the Broker/Dealer and RIA marketplace</p></li><li><p>Bachelor's Degree required</p></li></ul><p>The Purpose of Your Role</p><p>This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><p>The Skills You Bring</p><ul><li><p>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</p></li><li><p>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</p></li><li><p>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</p></li><li><p>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</p></li></ul><p>The Value You Deliver</p><ul><li><p>You are helping families grow and protect their assets by:</p></li><li><p>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</p></li><li><p>Developing a comprehensive wealth and financial plan intended to organize the client's finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</p></li><li><p>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</p></li><li><p>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</p></li><li><p>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</p></li></ul><p>How Your Work Impacts the Organization</p><p>Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

VP, Wealth Management Advisor - New England

VP, Wealth Management Advisor - DC/MD/VA

VP, Wealth Management Advisor - Northern FL

<h2>Job Description:</h2><p>Do you want to focus on driving deeper relationships with clients while helping them plan for financial success? The Wealth Management Advisor builds comprehensive financial plans and wealth strategies to prepare their customers for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><h2>The Expertise We're Looking For</h2><ul><li>We believe a minimum of 12 years in the financial industry, with experience in complex planning and sophisticated product offerings</li><li>Series 7, 63, 65, 66 and life insurance licenses required prior to hire or if previously licensed, must be obtained within 6 months of hie</li><li>We also value a strong understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor's Degree strongly preferred for this position</li></ul><h2>The Purpose of Your Role</h2><p>Do you have an unwavering commitment to sustaining long-lasting relationships? Reinforced by an impressive support team, we believe you will effectively implement wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><h2>The Skills You Bring</h2><ul><li>Execution on key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with respected experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your capableness in building, articulating, executing, and handling multi-generational financial plans to tackle complex investment and tax needs</li><li>An ambitious spirit and the ability to work collaboratively across an organization to achieve results</li></ul><h2>The Value You Deliver</h2><p>You are helping families grow and protect their assets by:</p><ul><li>Building deep relationships with clients and their families to handle their changing situations through life stages and generational wealth transfer</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Crafting investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Partnering with peer planning associates, investment managers, and service support representatives to deliver a rare service experience</li></ul><h2>How Your Work Impacts the Organization</h2><p>It is our mission to bring financial strategies across retirement, investment, and planning in an effort to successfully protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

483 Fidelity Investments Jobs