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Fidelity Investments - Hybrid work

Job Offers

Financial Consultant

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Join Fidelity as a Financial Consultant in Brea. Leverage our established client base to build deep relationships and craft complex financial plans. We seek Series 7 & 63 licensed professionals passionate about holistic retirement planning and client success. Enjoy a competitive salary, comprehen...
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Location
United States , Brea
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Salary
60000.00 - 75000.00 USD / Year
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Fidelity Investments
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Planning Consultant

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Join Fidelity in Torrance as a Planning Consultant. Provide world-class financial planning, deepen client relationships, and develop tailored engagement strategies. This role requires Series 7, 63, and 65/66 licenses, financial planning experience, and a passion for client advocacy. We offer a co...
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Location
United States , Torrance
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Salary
70000.00 - 105000.00 USD / Year
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Senior Compliance Advisor

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Join Fidelity in Boston as a Senior Compliance Advisor. Provide expert guidance to Equity and Options trading desks, ensuring adherence to securities regulations. You will develop policies, manage regulatory changes, and support new initiatives. We offer comprehensive benefits, including health c...
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Location
United States , Boston
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Salary
85000.00 - 171000.00 USD / Year
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Audit Senior Analyst

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Join Fidelity Corporate Audit as an Audit Senior Analyst in Covington. Leverage your 3-5 years of audit experience and knowledge of risk assessment to drive positive change. You will perform audit test work, utilize automation tools, and develop key relationships. A BA/BS in Accounting/Finance an...
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Location
United States , Covington
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Salary
Not provided
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Fidelity Investments
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Client Support Specialist

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Join our team as a Client Support Specialist, serving high-net-worth clients in the Bay Area. This role requires Series 7 & 63 licenses and 2-3 years of financial services experience. You will resolve complex inquiries, identify growth opportunities, and enjoy comprehensive benefits.
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Location
United States , San Jose; Mountain View; Campbell; Sunnyvale; Palo Alto
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Salary
50000.00 - 76000.00 USD / Year
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Financial Customer Associate

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Join our team in Merrimack as a Bilingual Financial Customer Associate. Utilize your English and Spanish skills to provide exceptional support for 401k accounts and financial transactions. This full-time role is your springboard to a rewarding career, helping customers achieve their financial dre...
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Location
United States , Merrimack
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Salary
Not provided
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Fidelity Investments
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Relationship Manager

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Join Fidelity Investments as a Relationship Manager in Bethesda. Leverage your Series 7 & 66 licenses and financial services experience to nurture our most valuable client relationships. You will deepen client engagement through personalized service in a collaborative, compliance-driven environme...
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Location
United States , Bethesda
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Salary
61000.00 - 80000.00 USD / Year
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Director, Data Science

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Lead complex machine learning projects from research to production in this individual contributor Director role. You'll need a PhD/Master's and 6+ years of deep Python and ML expertise to deliver measurable business impact. Based in Boston, this position offers comprehensive benefits including he...
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Location
United States , Boston
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Salary
126000.00 - 255000.00 USD / Year
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Vice President, Private Assets Advisor Oversight and Commercial Negotiations

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Lead operational due diligence and commercial negotiations for private market investments at Fidelity. This senior role requires 10+ years' asset management experience and expertise in alternative fee structures and contract negotiation. Enjoy comprehensive benefits while working from a major US ...
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Location
United States , Boston; Greenwood Village; Jersey City
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Salary
125000.00 - 258000.00 USD / Year
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Investment Consultant

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Join Fidelity as an Investment Consultant in Indianapolis. Engage with existing clients using advanced planning tools to develop customized financial strategies. This role requires Series 7 & 63 licenses and strong consultative skills. Enjoy competitive rewards, comprehensive training, and a focu...
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Location
United States , Indianapolis
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Salary
Not provided
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Senior Data Analytics & Insights Analyst

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Join our Boston team as a Senior Data Analytics & Insights Analyst. This individual contributor role leverages SQL, Python, and Tableau/Power BI to transform complex data into strategic business insights. You will conduct hands-on analysis and secondary research to directly influence key decision...
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Location
United States , Boston
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Salary
80000.00 - 185000.00 USD / Year
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Fidelity Investments
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Portfolio Analyst, Private Credit

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Join our growing Private Credit team in Boston as a Portfolio Analyst. You will support investment decisions, financing, and deal execution for direct lending transactions. The role requires 3-5 years of private credit experience and offers comprehensive benefits. This is a key opportunity to sha...
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Location
United States , Boston
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Salary
90000.00 - 175000.00 USD / Year
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Fidelity Investments
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