Job Description. Financial Consultant. 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 suppor...
Job Description. Financial Consultant. 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 suppor...
Job Description. The Role. The. Manager. on the Fidelity Brokerage and Wealth Corporate Accounting & Controllership Team will be a key member of the team accountable for financial accounting and controllership to Fidelity’s Brokerage and Wealth legal entities. You will have responsibility over performing monthly close processes and leading all aspects of monthly close activities. You will also work with business partners and finance partners rela...
Job Description. Financial Consultant. 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 suppor...
Job Description. The Accounting Policy and Standards Manager is responsible for guiding the application of accounting rules by all Fidelity corporate legal entities. This position is a high-visibility role that will work with all levels of management and with many groups across the company. The Team. Accounting Policy & Standards supports the larger Corporate Accounting function in providing accounting services to Fidelity’s Financial Services b...
Job Description. Workplace Investing (WI) is Fidelity’s retirement services business which helps over 24k employers lead a successful benefits program, to improve overall well-being to over 43 million employees. WI offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, exceptional service, and an engaging employee experience. The Workplace Retirement Product Plat...
Job Description. Wealth Planner. 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. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning an...
Job Description. Financial Representative. 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. The Expertise We’re Looking For. Customer service, phone, or financial services experience will prepare you for this role. Bank...
Job Description. For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The. Expertise. We’re Looking For. Series 7, 63 & 65 and Life Insurance licenses are required. Five or more years of customer service experience in the Financial Services industry. Bachelor’s Degree preferred. The. Purpose. of Your Role. You are p...
Job Description. For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we giv...
Job Description. Planning Consultant. 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 wit...
Job Description. Investment Consultant. 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...
