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

4 Hours AgoSaved
In-Office
Austin, TX, USA
Fintech
Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, supports plan implementation, and builds long-term client relationships. Maintains client contact strategies, uses Salesforce and Glance to enhance client experiences, makes outbound calls, collaborates with Financial Consultants and Wealth Planners, and mentors fellow associates. The role requires financial services experience, securities licensing, knowledge of financial planning concepts, and strong relationship-building skills.
4 Hours AgoSaved
In-Office
Austin, TX, USA
Fintech
Develop customized financial plans, recommend investment solutions, and help existing clients make informed investment decisions. Conduct one-on-one appointments using Fidelity planning tools, build client relationships through proactive outreach, and refer clients to wealth management partners when appropriate. The role requires securities licensing, strong investment product knowledge, consultative communication, and a client-focused approach.
4 Days AgoSaved
In-Office
5 Locations
Fintech
Leads advanced financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, provides expertise in wealth transfer, taxation, trusts, retirement, investment, and insurance planning, and leads a regional territory. Coaches junior team members, manages client relationships, communicates complex concepts clearly, and collaborates with Fidelity's planning and advisory teams.