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<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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><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>

Fidelity Investments

Vice President, Wealth Planner - Cincinnati, OH

Vice President, Wealth Planner - Indianapolis, IN

<h3>Job Description:</h3><p>The Enterprise Business Resiliency (EBR) Operations Analyst plays a critical role in all aspects of service delivery, systems support and development of the EBR application ecosystem. This individual is a strategic problem solver with outstanding attention to detail and process and can translate business requirements into innovative and balanced solutions. This individual thrives in a dynamic and fast paced environment! Delivering EBR’s pivotal initiatives and project goals to internal and external business partners is key to this role.</p><h3><strong>The Expertise And Skills You Bring </strong></h3><ul><li>BA/BS degree in Business/IT or equivalent experience</li><li>Experience with Salesforce administration or similar CRM platforms</li><li>Proficiency with Salesforce Advanced Analytics and PowerBI reporting</li><li>Experience with or ability to develop a proficiency with Fidelity’s BCDR software, Fusion Risk Management</li><li>Shown understanding of Agile and the Software Development Lifecycle (SDLC)</li><li>Demonstrable experience with business analysis and process improvement</li><li>Understanding of product requirements and supporting documentation</li><li>Works independently while balancing multiple priorities</li><li>Able to collaborate well within the team and others</li><li>Ability to prioritize work based on level of risk and impact to the business</li><li>Strong analytical and problem-solving skills</li><li>Good presentation and soft skills and the ability to work at all levels within the organization</li><li>Superb communication and social skills, engaging across all organizational levels</li><li>Ability to build detailed and well-organized process and procedure materials, as well as management-level summaries and other materials</li><li>Travel: 0-10%</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Support internal reporting and tracking of related issues and remediation activities</li><li>Assist senior members of the Operational Program Management team to ensure that the Tools and Automation Enablement function has a fully detailed, tested, reportable program to meet standards requirements</li><li>Develop or provide input to management action plans to assess their efficiency and the appropriateness of the timeline</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk<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><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>

Analyst, EBR Operations

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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><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>

Financial Services Representative - San Antonio, TX

<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>The Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.</p><p><strong><strong>The Expertise and Skills You Bring </strong></strong></p><ul><li><p>Series 7, 63, 24 required</p></li><li><p>4-year college degree preferred</p></li><li><p>Directly related experience including communications, marketing or compliance experience preferred</p></li><li><p>Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures</p></li><li><p>Strong ability to understand and communicate sophisticated regulatory requirements</p></li><li><p>Effective communicator who is skilled at interactions with employees at all levels</p></li><li><p>Ability to multi-task and prioritize work according to changing deliverables</p></li><li><p>Ability to identify potential risks and issues and use good judgement to raise concerns</p></li><li><p>High level of personal integrity and professionalism</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong><strong>The Team</strong></strong></p><p>We support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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><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>

Compliance Advisor

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Join a dynamic and forward-thinking team at the forefront of digital transformation in wealth management. As a Consultant in Digital Investment Solutions, you’ll play a key role in shaping and driving innovative, scalable investment solutions that meet the evolving needs of our clients. This is your chance to lead critical initiatives, enhance the client experience, and help position Fidelity as a leader in digital advice and managed accounts! This is what you will do:</p><ul><li>Drive the strategy, development, and continuous enhancement of digital advisory solutions, including Fidelity Managed FidFolios — our innovative Digital Separately Managed Account offering.</li><li>Collaborate across cross-functional teams to deliver high-impact, client-centric investment experiences.</li><li>Leverage your deep understanding of investment products and client needs to influence product strategy and execution.</li><li>Conduct market research, competitive analysis, and client feedback to inform product innovation.</li><li>Partner with technology teams to bring ideas to life efficiently and effectively.</li><li>Champion a culture of experimentation, continuous improvement, and disruptive innovation.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s or equivalent with 8+ years Financial Services experience</li><li>Strong business knowledge associated with Separately Managed Accounts or other managed account products and solutions.</li><li>Series 7 and 66 licenses a plus.</li><li>Solid understanding of investment products, financial planning, and the competitive landscape in the high-net-worth and wealth management space.</li><li>Proven experience in product marketing, positioning, and go-to-market strategies.</li><li>Ability to thrive in a fast-paced, collaborative, and client-focused environment.</li><li>Familiarity working with technology teams using agile methodology, e.g.: story writing, backlog refinement, retrospectives, and sprint planning.</li><li>Analytical approach with the ability to distill complex data into actionable insights.</li><li>Understanding of advisor-led and client-facing processes is a plus.</li><li>Passion for innovation and delivering exceptional client experiences.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The Consultant is a member of the Digital Investment Solutions product management team within Wealth Investment Solutions. Wealth Investment Solutions provides discretionary money management services on over 2 million accounts with nearly $1T in assets under management. Our team brings together experts in product management, digital content, investment strategy, marketing, and distribution to deliver cutting-edge solutions.</p><p>As a Digital Investment Solutions team member, this role collaborates with the team lead, teammates, other squads or teams within Wealth Investment Solutions and our business partners to develop and support Digital Advice growth initiatives that help grow and scale the business, while also continuously improving upon our existing offering to better serve our clients and client facing associates.</p><p>As a key contributor, the consultant works closely with internal partners across Wealth Solutions, Fidelity Wealth and Brokerage, Distribution, Legal, Risk, Compliance, and Asset Management. Your insights and leadership will help shape the future of digital advice and managed accounts, driving growth and delivering value to clients and advisors alike.</p><h3>Certifications:</h3><h3>Category:</h3>Sales<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><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>

Consultant, Wealth Investment Solutions

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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><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>

Investment Consultant - Cincinnati, OH

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in helping every associate at Fidelity, especially your colleagues in HR? Do you want to get involved in how AI technology might help make HR more efficient? Then this might be the role for you! The HR Squad Leader/product lead role is accountable for providing oversight and driving enhancements to Fidelity’s use of Workday and Beamery for our recruiting (talent acquisition) and core HR processes/practices including compensation. A robust passion for continuous improvement with an aptitude for strategic thinking helps question what we do today with a plan for how we want to be in the future. You should bring an ability to turn concepts into reality to advance our experiences for Fidelity’s associates, managers and leaders leads to success. This is a critical role in our mission to deliver a digital experience that makes it easier to support associates while increasing efficiency and transforming HR through technology.</p><h3><strong>The Expertise And Skills You Bring</strong>:</h3><p>You'll lead the effort to identify, design and deliver Workday and Beamery product features to support Fidelity’s HR team in the areas of Recruiting and Core HR activities (e.g. terminations, job changes, maintaining worker data). You'll own/support key HR and/or Enterprise sponsored projects needing solutions from HR. You'll develop and implement a roadmap of product enhancements based on Workday, Beamery and other vendor solutions and capabilities. You and your squad will partner with your Scrum Master and customers to prioritize and deliver MVP solutions. You'll be expected to influence vendor capabilities to optimize solutions for squad’s product areas. You'll help assist in managing production support and/or incident resolution in which leadership involvement required. You'll serve as a strong consultative partner to HR Business Partners and other business partners in service delivery for existing product functionality being utilized across Fidelity. You'll manage our practices to test, validation and implementation of changes in Workday &amp; Beamery. You'll help identify product gaps and/or future solution opportunities and help influence Workday/Beamery product roadmaps. And you'll partner with other HR Product/Squad Leads and broader HR Platform team to provide holistic solutions to our Fidelity associates, managers and other product users.</p><ul><li><p>Prior Workday, Beamery, Recruiting/Talent Acquistion knowledge a plus</p></li><li><p>Agile Methodologies / Mindset / Experience</p></li><li><p>Prior Product or Vendor management experience preferred</p></li><li><p>Understanding of an HR technology eco-system with prior HR experience preferred</p></li><li><p>Ability to translate conceptual product features into solution options and drive consensus</p></li><li><p>Ability to assess and set priority, manage prioritization and provide timely follow-up and resolution</p></li><li><p>Ability to work effectively in a fast-paced environment and handle multiple projects</p></li><li><p>Bachelor's degree (or equivalent experience) in HR, Product management and/or technology</p></li></ul><h3><strong>The Team</strong></h3><p>The HR Tools and Platform group within HR partners heavily with our Corporate Technology Group to deliver modern solutions for our Fidelity HR team. With expertise in supporting and advancing some of the most industry-leading technology platforms for use by HR, you'll be part of a team sought after for our ability to solve problems, digitize our processes and improve our effectiveness and efficiency across all of HR.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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><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>

Squad Leader - HR/Workday

<h3>Job Description:</h3><p>Job Description – Brokerage Consultant </p><p>As a Brokerage Consultant, you will partner with support a region of Fidelity Investor Centers to close opportunities, uncover client needs and communicate the benefit of the Fidelity's Brokerage offering to prospects and customers. </p><p><strong> The Expertise We’re Looking For</strong> </p><ul><li><p>Series 7, 63 licenses are required; Series 4 (Registered Options Principal) to be obtained within six months of hire </p></li></ul><ul><li><p>Demonstrated sales success in brokerage services or equivalent </p></li></ul><ul><li><p>Experience with U.S. equity markets, international equity markets, currency, options, and ETFs </p></li></ul><ul><li><p>Experience utilizing and customizing online platforms and research tools </p></li></ul><ul><li><p>Bachelor's degree with business concentration preferred </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Strong market knowledge with focus on individual stocks, options, bonds, FI mutual funds, ETFs, and market mechanics </p></li></ul><ul><li><p>You can leverage relationships with regional business to support national business plan initiatives </p></li></ul><ul><li><p>You can work independently and autonomously without direct supervision </p></li></ul><ul><li><p>You are accountable to business partners while facilitating "best practice sharing" and dialogue </p></li></ul><ul><li><p>Networking and relationship building skills are your specialty </p></li></ul><ul><li><p>You enjoy working on a sales team in an often fast-paced, high volume environment </p></li></ul><p><strong>How Your Work Impacts the Organization</strong> </p><p>The Brokerage Consultant facilitates educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business. </p><p><em>Fidelity Investments is an equal opportunity employer</em> </p><ul><li><p>Internal Job Description </p></li></ul><p>Internal Job Description </p><p>As a Brokerage Consultant, you will partner with support a region of Fidelity Investor Centers to close opportunities, uncover client needs and communicate the benefit of the Fidelity's Brokerage offering to prospects and customers. </p><p><strong> The Expertise We’re Looking For</strong> </p><ul><li><p>Series 7, 63 licenses are required; Series 4 (Registered Options Principal) to be obtained within six months of hire </p></li></ul><ul><li><p>Demonstrated sales success in brokerage services or equivalent </p></li></ul><ul><li><p>Experience with U.S. equity markets, international equity markets, currency, options, and ETFs </p></li></ul><ul><li><p>Experience utilizing and customizing online platforms and research tools </p></li></ul><ul><li><p>Bachelor's degree with business concentration preferred </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Strong market knowledge with focus on individual stocks, options, bonds, FI mutual funds, ETFs, and market mechanics </p></li></ul><ul><li><p>You can leverage relationships with regional business to support national business plan initiatives </p></li></ul><ul><li><p>You can work independently and autonomously without direct supervision </p></li></ul><ul><li><p>You are accountable to business partners while facilitating "best practice sharing" and dialogue </p></li></ul><ul><li><p>Networking and relationship building skills are your specialty </p></li></ul><ul><li><p>You enjoy working on a sales team in an often fast-paced, high volume environment </p></li></ul><p><strong>How Your Work Impacts the Organization</strong> </p><p>The Brokerage Consultant facilitates educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business. </p><h3>Certifications:</h3>Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<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><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>

Brokerage Consultant

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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><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>

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