Top Tech Jobs & Startup Jobs

Provide one-on-one financial planning and investment advice to existing clients and warm leads; use Fidelity planning tools to present solutions, grow relationships, refer complex cases to wealth management, and conduct efficient in-branch appointments with follow-up.

Handle inbound customer calls to answer account questions, process withdrawals/transfers, place trades, and identify resources. Complete paid onboarding and obtain SIE, Series 7, and Series 66 licenses. Start remote (4 days) with weekly Investor Center presence during training, then transition to full-time onsite work in an Investor Center while pursuing a career path in wealth management.

Support construction project delivery across the project lifecycle: manage budgets, PO/change order and invoice processing, maintain project documentation in Kahua, coordinate vendors and background checks, track schedules, produce reports and closeout packages, and liaise with stakeholders to resolve issues proactively.

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.

Draft, review, negotiate, and execute Fidelity Pre-Approved Plan Documents and Service Agreements. Analyze outside plan documents for compatibility and regulatory issues (including IRC 411(d)(6)), negotiate exceptions, communicate project status with stakeholders, sign documents for FMTC/Fidelity Workplace Services, and participate in process improvement initiatives.

Draft, review, and negotiate retirement plan documents and service agreements; ensure compatibility with Fidelity's Pre-Approved Plan Document and ERISA requirements; communicate with clients, attorneys, and internal partners; sign documents for Fidelity; participate in process improvement and company initiatives.

Serve as a trusted contact for workplace and personal investment clients via inbound/outbound calls. Use Fidelity planning tools and Salesforce to guide retirement and investment conversations, set planning appointments, make warm outreach, and introduce clients to business partners. Complete FINRA licensing through company-supported development and training.

Face-to-face financial consultant serving clients in an Investor Center: build relationships, provide personalized financial planning, recommend investment solutions, expand client assets, and deliver outstanding client experiences while supported by Fidelity's product platform and training.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning, recommend investment solutions, grow client assets, and deepen relationships. Use firm resources and training, maintain regulatory compliance, and deliver exceptional client experience while leveraging an existing client base and institutional feeders.

Provide phone and in-person support to Fidelity customers: answer account questions, process withdrawals/transfers, place trades, and identify resources. Complete sponsored FINRA licensing (SIE, Series 7 Top Off, Series 66) with paid study time and coaching. Begin hybrid work during training (four remote days, one onsite), then transition to full-time onsite Investor Center role while developing wealth management skills and career progression.