Jobs at Fidelity Investments

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.

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.

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.

Leads comprehensive financial and estate planning engagements for high-net-worth clients and advisors. Develops retirement, investment, insurance, tax, trust, estate, and wealth-transfer plans using eMoney and related tools. Manages a regional territory, collaborates with advisors and planning teams, supports client engagement, and coaches junior team members. The role requires strong communication, emotional intelligence, independent decision-making, and expertise in complex financial and estate planning matters.

Serve as the face of Fidelity in the branch by supporting clients, handling front-lobby transactions, ensuring compliance, and identifying opportunities to deepen client relationships. Provide phone-based and in-person service, make effective introductions, assess client needs, champion technology adoption, and contribute to branch growth. Fidelity provides training and resources for required securities licensing.