Jobs at Fidelity Investments

Build and manage client relationships in a Fidelity Investor Center by providing personalized financial planning, presenting investment strategies, identifying client needs, and expanding client assets. The role involves face-to-face engagement, delivering an exceptional customer experience, recommending investment solutions, and developing business through an established client base. Candidates must hold or obtain required securities licenses and demonstrate investment knowledge, relationship-building ability, and a results-oriented approach.

Engage face-to-face with clients in an Investor Center, provide personalized financial planning and investment guidance, build client relationships, uncover needs, recommend investment solutions, and expand client assets. The role requires strong communication, relationship-building, financial product knowledge, and relevant securities licensing, with support for professional development and licensing.

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.

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%.

Engage face-to-face with Investor Center clients, provide personalized financial planning and mentorship, recommend investment strategies, build relationships, and expand client assets. The role involves presenting complex investment solutions, managing an existing client base, delivering excellent customer experiences, and developing business through Fidelity’s resources and institutional feeders.

Provides personalized financial planning, investment guidance, and workplace benefits education to employees and plan sponsors. Develops engagement strategies for retirement, equity compensation, stock plans, and financial wellness programs. Leads one-on-one consultations, workshops, benefits fairs, and educational events while managing relationships with plan sponsors, HR partners, and internal Fidelity teams. The role requires substantial onsite client interaction in the Seattle area and travel of up to 75%.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning, recommend investment solutions, grow client assets, and deepen relationships. Use firm resources and training, maintain regulatory compliance, and deliver exceptional client experience while leveraging an existing client base and institutional feeders.