Fidelity Investments

HQ
Boston
Total Offices: 12
58,848 Total Employees
Year Founded: 1946

Fidelity Investments Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Provides a pension

Offers occupational accident insurance

Offers retiree health & medical

Offers disability insurance

Offers charitable contribution matching

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Provides family medical leave

Provides fertility benefits

Offers childcare benefits

Offers generous parental leave

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers healthcare on-site

Company Culture

Provides commuter benefits

Offers travel concierge services

Provides a mobile phone discount

Offers legal assistance

Utilizes a flexible work schedule

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

11 Days AgoSaved
In-Office
Seattle, WA, USA
Fintech
Build and strengthen relationships with Fidelity’s high-value clients, support branch Financial Consultants, coordinate client activities, facilitate targeted appointments, and identify opportunities to add value. The role involves cultivating a book of business, delivering personalized service, maintaining compliance, and developing long-term client engagement through financial planning insight, collaboration, and client advocacy.
One Month AgoSaved
In-Office
2 Locations
Fintech
Manages relationships with Fidelity’s high-value clients, supports branch Financial Consultants, coordinates client activities, and identifies opportunities to deepen relationships. The role involves cultivating a book of business, facilitating targeted appointments, providing personalized service, applying financial planning and market knowledge, and maintaining compliance in a dynamic financial-services environment.
Fintech
Serves as a trusted financial advisor and relationship manager for senior executives and C-suite clients. Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support. Integrates workplace benefits into comprehensive plans, drives client engagement and business growth, presents executive services, cultivates referrals and event opportunities, and expands assets under management. Requires strong financial services sales experience, executive relationship skills, strategic advising ability, and travel up to 50%.