Teams at Fidelity Investments

Provide personalized financial planning and investment solutions to existing clients and warm leads using Fidelity planning tools. Conduct one-on-one appointments, leverage technology for efficient meetings and follow-up, grow relationships through proactive outreach and referrals to wealth management partners, and educate clients on investment solutions. Role requires in-branch, client-facing work and adherence to 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.

The Principal Quant Developer will collaborate with quant research teams to build a Fixed Income research system, involving hands-on coding and system architecture.