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Reposted 5 Days AgoSaved
In-Office
Germantown, TN, USA
Junior
Junior
Fintech
As a Financial Consultant, you will build long-term client relationships, provide personalized financial guidance, and recommend investment strategies using Fidelity's resources.
Top Skills: Financial PlanningFinra Series 66Finra Series 7Investment Solutions
Reposted 5 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
The Financial Planning Consultant provides personalized financial planning and integrated solutions, guiding clients in investment management and holistic portfolio strategy.
Top Skills: Digital AdviceFinancial Planning ToolsInvestment Tools
Reposted 5 Days AgoSaved
In-Office
Highland Park, IL, USA
59K-74K Annually
Entry level
59K-74K Annually
Entry level
Fintech
Work in a Fidelity branch to develop customized financial plans, use Fidelity planning tools, engage existing clients and warm leads, present investment solutions, grow relationships through proactive outreach, and refer complex cases to wealth management partners. Requires in-person branch attendance.
Reposted 5 Days AgoSaved
In-Office
Oakdale, MN, USA
60K-75K Annually
Entry level
60K-75K Annually
Entry level
Fintech
As a Financial Consultant, you will engage with clients face-to-face, offering personalized investment guidance and solutions, while nurturing existing relationships.
Reposted 5 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech
Lead analytics for Fidelity Digital Assets: create and summarize large datasets, perform deep statistical analysis, build dashboards and reports, query big-data platforms, and deliver insights to inform product and operational decisions while collaborating across teams.
Top Skills: Adobe AnalyticsAthenaBusiness ObjectsPower BIPythonQlikRSnowflakeSQLTableau
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Reposted 5 Days AgoSaved
In-Office
Lynnwood, WA, USA
48K-91K Annually
Junior
48K-91K Annually
Junior
Fintech
As a Relationship Manager, you will build and maintain relationships with Fidelity's clients, ensure their financial needs are met, and support Financial Consultants.
Top Skills: Finra Series 66Finra Series 7
Reposted 5 Days AgoSaved
In-Office
South Bend, IN, USA
Mid level
Mid level
Fintech
Provide in-person and virtual 1:1 financial planning and investment advice, deliver onsite workshops and education, manage plan sponsor relationships and engagement, host help desks and benefits events, and drive participant advocacy and satisfaction across a defined local book of business.
Reposted 5 Days AgoSaved
In-Office
Jersey City, NJ, USA
107K-216K Annually
Expert/Leader
107K-216K Annually
Expert/Leader
Fintech
Lead the design and implementation of complex web applications, providing technical mentorship and collaborating with multiple teams while managing full software development lifecycle.
Top Skills: AngularData Visualization LibrariesDjangoFlaskOraclePostgresPythonSQLSQL ServerUi Component Libraries
Reposted 5 Days AgoSaved
In-Office
Knoxville, TN, USA
Entry level
Entry level
Fintech
As an Investment Consultant, you will develop financial plans, engage with clients, and provide investment solutions while fostering relationships with dedicated advisors.
Top Skills: Financial Planning ToolsFinra Series 66Finra Series 7Technology For Client Appointments
Reposted 5 Days AgoSaved
In-Office
Greenwood Village, CO, USA
85K-121K Annually
Senior level
85K-121K Annually
Senior level
Fintech
The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.
Top Skills: Digital Advice ToolsFinancial Planning Software
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