Jobs at Fidelity Investments

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.

Engage face-to-face with clients at an Investor Center to provide personalized financial planning, mentorship, and relationship management. Present complex investment solutions, introduce diverse strategies, grow client assets, and leverage Fidelitys resources and existing client base to expand the firm's reach while delivering excellent client service.

Meet clients face-to-face in an Investor Center to provide personalized financial planning, recommend investment solutions, grow client assets and the firms brand, mentor clients, and deliver outstanding customer service while leveraging Fidelitys product platform and training resources.

Provide strategic leadership and deliver comprehensive wealth, trust, and estate planning for high-net-worth clients. Develop multi-generational financial plans, coordinate investment and tax strategies, drive client relationships and referrals, manage a team to deliver exceptional service, and collaborate with internal specialists to implement customized solutions.

Provide face-to-face financial guidance in a Fidelity Investor Center, deepen client relationships, develop comprehensive investment and retirement plans, recommend investment strategies, and grow client assets using the firm's open-architecture platform and resources.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning and investment recommendations. Leverage an existing client base and firm resources to deepen relationships, present complex solutions, and support clients' retirement and investment goals while meeting business results and delivering excellent customer service.