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Support Fidelity customers by answering account questions, processing withdrawals/transfers, placing trades, and delivering excellent service. Receive paid training and study time to obtain SIE, Series 7 Top Off, and Series 66 licenses, work a hybrid onboarding schedule then transition to onsite Investor Center role, and progress on a wealth management development track.

Manage daily trade confirmation and settlement processes for equity, fixed income and FX trading desks. Resolve fails and settlement issues, liaise with brokers, custodians and internal partners, monitor confirmations, prepare reports, escalate high-risk items, and support process improvements and project work as a subject matter expert.

Conduct fundamental equity research for assigned industry stocks: build and maintain financial models, perform industry and company analysis, engage management and external sources, generate investment ideas and recommendations, and communicate findings to portfolio managers and the broader investment team.

Provide front-lobby client service and support, assess client needs, identify opportunities, make introductions, ensure compliance for transactions, and contribute to branch growth while obtaining Series 7 and Series 66 licenses.

Lead strategy, analytics, and regulatory governance for CrossStream, identify growth opportunities via data analysis, coordinate cross-functional initiatives, and expand industry partnerships to grow Fidelity's electronic trading business.

Serve as the branch-facing Financial Representative, delivering excellent client service, managing front-lobby transactions and compliance, identifying leads and opportunities, making introductions, and supporting branch success. Participate in training and obtain FINRA Series 7 and 66 licenses, adopt and share new branch technologies, and maintain strong attention to detail, organization, and client relationship skills.

Serve as product authority for Fidelity Managed Accounts, handle complex managed-account sales and client management, support Financial Consultants in reviews, risk mitigation, retention, and pre/post-sales client conversations, manage a large book (~850 clients, ~$500M AUM), and apply deep portfolio, tax, and estate planning expertise.

Serve as product authority for Fidelity Managed Accounts, supporting complex managed-account sales, annual strategic reviews, risk mitigation, retention, and consultative client relationship management. Collaborate with Financial Consultants to present recommendations, manage a large book (~850 clients, ~$500MM AUM), handle pre/post-sales conversations, ensure compliance and practice management, and identify sales opportunities.

Serve as product authority for Fidelity managed accounts, addressing complex sales and client management. Coordinate with Financial Consultants to conduct annual strategic reviews, pre/post-sales conversations, risk mitigation, compliance oversight, and identify retention and growth opportunities. Manage a book of ~850 clients (~$500M PAS AUM) and deliver consultative recommendations aligned with client goals.

Act as product authority for Fidelity Managed Accounts, focus on client experience, retention, and sales. Handle complex managed account sales and client management, lead Annual Strategic Reviews, risk mitigation, and pre/post-sales conversations. Support Financial Consultants, manage a book (~850 clients, ~$500M AUM), identify sales opportunities, ensure compliance, and apply practice management to deliver tailored portfolio solutions.