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Build and maintain relationships with Fidelity’s high-value clients, support branch Financial Consultants, coordinate client activities, and identify opportunities to deepen client engagement. The role requires personalized service, financial planning knowledge, regulatory compliance, appointment facilitation, and development of a client book of business. It is full-time onsite under Fidelity’s evolving onsite model and requires applicable FINRA licensing or the ability to obtain Series 66 after hire.

Conducts complex DeFi ecosystem research and on-chain analysis to inform digital asset product strategy and quantitative investment theses. Monitors protocols, tokenomics, governance, security events, incentives, risks, and emerging trends. Develops analytical frameworks with quant developers, supports strategy backtesting, presents insights to leadership, and engages with protocol teams and ecosystem contributors. Maintains research records and contributes to internal thought leadership on digital asset innovation.

Leads advanced estate and financial planning for high-net-worth clients and their advisors. Provides expertise in estate planning, wealth transfer, wills and trusts, income taxation, and succession planning. Supports advisor training, regional business development, and thought leadership while collaborating with Fidelity’s Advanced Planning team. The role is client-facing, remote with regional travel, and requires Series 7 and 66 licensing.

Provides personalized financial planning consultations, develops client engagement strategies, identifies asset consolidation and referral opportunities, and supports plan implementation. Conducts joint client appointments, profiles client needs, presents planning guidance, maintains contact strategies, makes outbound calls, and partners with Financial Consultants or Wealth Planners on complex opportunities. Uses Salesforce and Glance to manage relationships and enhance the client experience while mentoring fellow associates.

As a Planning and Advice Associate, you'll engage with clients through inbound and outbound communications, providing guidance on retirement and investment needs while developing relationships and planning skills.

Serve as the face of Fidelity in a branch, supporting clients, handling lobby transactions, ensuring compliance, and strengthening long-term relationships. Identify client needs, deepen relationships through effective introductions, and contribute to branch growth. Act as a technology champion, collaborate with the team, prioritize multiple tasks, and complete training for required Series 7 and Series 66 licenses.

Support active and sophisticated traders through inbound client interactions, providing education and assistance with market activity, securities transactions, trading products, and related questions. Build trusted client relationships, explain complex investment concepts clearly, identify relevant trading tools and resources, and deliver personalized solutions while maintaining regulatory compliance and managing multiple priorities.

Engages face-to-face with Investor Center clients, provides personalized financial planning and investment guidance, builds relationships, identifies client needs, recommends investment solutions, and expands client assets. The role manages an existing client base while delivering a strong customer experience, presenting complex financial concepts, and developing business through referrals and institutional relationships.

Serve as Fidelity’s branch-facing financial representative by supporting clients, handling lobby transactions, assessing client needs, strengthening relationships, and identifying opportunities for deeper engagement. Provide exceptional customer service, introduce clients to appropriate resources, champion branch technology, and contribute to branch growth. Fidelity provides training and support for obtaining the required Series 7 and Series 66 licenses.

Engage clients face-to-face in a Fidelity Investor Center, provide personalized financial guidance, recommend investment strategies, deepen existing relationships, and help attract additional client assets. The role requires strong relationship-building, investment knowledge, client communication, and FINRA licensing or the ability to obtain required registrations. Fidelity provides training, resources, and support for long-term professional growth.