Jobs at Fidelity Investments

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.

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.

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.

Work face-to-face with existing clients in an Investor Center to provide personalized financial planning and comprehensive investment solutions. Build and deepen client relationships, uncover needs, present complex strategies, onboard additional client assets, and support retirement and investment goals. Use firm resources and training to deliver outstanding client experiences and meet results-driven targets.

Provides personalized financial planning consultations, conducts joint client appointments, develops client engagement strategies, and identifies opportunities for asset consolidation, referrals, and plan implementation. Builds long-term client relationships through education and financial guidance, maintains organized contact strategies, collaborates with Financial Consultants and Wealth Planners, uses Salesforce and Glance, and mentors associates.

Work in a Fidelity Investor Center providing one-on-one financial planning and investment recommendations using Fidelity planning tools. Engage existing clients and warm leads, educate on investment solutions, grow relationships via proactive outreach, and refer complex needs to wealth management partners. Use technology for appointment preparation and follow-up; participate in training and onboarding.

Work in a Fidelity Investor Center to develop customized financial plans, advise existing clients and warm leads using Fidelity planning tools, present and implement investment solutions, grow client relationships through outreach and referrals, and conduct efficient in-person appointments with follow-up.

The Director of Prime Trading will manage client relationships, oversee daily trading operations, analyze risk and margin activities, and coordinate trading support. The role requires strong market awareness and effective communication within teams.