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

3 Days AgoSaved
In-Office
5 Locations
Fintech
Leads client-facing financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, covering retirement, investment, insurance, tax, estate, and family wealth transfer needs. Oversees regional client engagements, collaborates with advisors and planning teams, coaches junior staff, and communicates complex recommendations clearly. Requires extensive trusts and estate planning experience, financial services expertise, and FINRA Series 7 and 66 licenses.
Fintech
Lead sourcing, diligence, and investment recommendations for mid-to-late-stage venture growth opportunities in the semiconductor and technology hardware sectors. Build relationships with founders, co-investors, and internal investment teams; perform financial modeling and valuation analysis; review deal terms, coordinate legal documentation, and support portfolio companies as needed.
9 Days AgoSaved
In-Office
Palo Alto, CA, USA
Fintech
Provide face-to-face financial guidance and comprehensive investment and retirement planning to an existing client base. Build relationships, recommend investment solutions, grow client assets, and deliver outstanding client service while maintaining required FINRA registrations and following regulatory requirements.