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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 Greater Orlando area. This remote role requires a Series 7 license and 2-3 years of financial services experience. You will enhance client relationships, process complex trades, and enjoy a competitive rewards pac...
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Location
United States , Orlando; The Villages
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Salary
Not provided
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Fidelity Investments
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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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Head of Digital Asset Operating Platform – Blockchain-Enabled Operations

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Lead the future of on-chain finance as Head of Digital Asset Operating Platform. Architect and scale the core infrastructure for tokenized funds and digital asset portfolios. Requires 15+ years in asset management with deep blockchain and fund operations expertise. Based in Boston, Jersey City, o...
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Location
United States , Boston, MA; Jersey City, NJ; Chicago, IL
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Salary
185000.00 - 400000.00 USD / Year
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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 in San Antonio, serving high-net-worth clients. This role requires a Series 7 license and 2-3 years of financial services experience. You will resolve complex inquiries, process transactions, and identify new business opportunities. We seek a skilled p...
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Location
United States , San Antonio
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Salary
Not provided
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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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Fidelity Investments
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Investment Consultant

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Join Fidelity as an Investment Consultant in Rockville. Utilize your Series 7 & 66 licenses to develop customized financial plans and build client relationships. We offer a competitive rewards package, comprehensive benefits, and support for professional growth. Thrive in a dynamic environment wh...
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Location
United States , Rockville
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Salary
59000.00 - 74000.00 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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Fidelity Investments
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Client Support Specialist

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Join our team as a Client Support Specialist for high net worth clients. This role requires Series 7 & 63 licenses and 2-3 years of financial services experience. You will resolve complex inquiries, process trades, and identify new opportunities. We offer comprehensive benefits and serve clients ...
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Location
United States , San Francisco; Berkeley; Walnut Creek; Dublin; Larkspur; Burlingame
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Salary
50000.00 - 76000.00 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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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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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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