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Work in a Fidelity Investor Center to deliver customized financial plans, use firm planning tools, engage existing clients and warm leads, present investment solutions, grow client relationships, and refer complex needs to wealth management partners. Role requires in-branch attendance.

Provide front‑line client service in a Fidelity branch: handle lobby transactions, ensure compliance, identify opportunities to deepen client relationships, support branch growth, and prepare for/maintain Series 7 and Series 66 licensure. Act as a technology champion and collaborate with teammates to deliver excellent client experiences.

Serve as a trusted financial advisor and primary relationship manager for C-suite and senior-executive clients within workplace benefit plans. Provide personalized financial planning, retirement income strategies, investment guidance, and asset management. Drive client engagement, business growth, and AUM expansion through presentations, referrals, seminars, and relationship management while collaborating with internal teams.

Work directly with existing clients and warm leads to develop customized financial plans using Fidelitys planning and guidance tools. Recommend and implement investment solutions, grow relationships through proactive outreach and referrals, and use technology to run efficient one-on-one appointments. Provide consultative advice aligned with clients goals while complying with regulatory requirements.

Serve as the branch's primary client-facing representative, handling front-lobby transactions, ensuring compliance, delivering exceptional service, identifying client needs, and making introductions to deepen relationships. Support branch success by adopting technology, maintaining attention to detail, and completing multiple tasks while preparing for required FINRA licensing.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, facilitating targeted client appointments, and cultivating a book of business. Provide personalized financial planning insight, operate within compliance and deadlines, and collaborate with team members to deepen long-term client engagement.

Serve as the branch face for Fidelity, deliver exceptional client service, manage front-lobby transactions and compliance, identify client needs and opportunities, and drive branch growth through relationship-building and referrals. Receive training and support to obtain Series 7 and Series 66 licenses.

The Director of Site Reliability Engineering will oversee cloud infrastructure and technical operations, lead SRE teams, and drive reliability initiatives in a multi-region AWS environment.

Provide financial planning and relationship management for executive clients, delivering tailored wealth, retirement, and investment strategies. Build and grow a book of business through referrals and events, incorporate executive benefits into plans, collaborate with internal teams, and refer complex cases to senior planners. Travel up to 25% as needed.

Lead Archer GRC platform engineering: design, develop, test, and support Archer 6.x ODAs and advanced workflows; integrate systems, build reports/dashboards, automate with Python/SQL, and mentor developers while partnering with compliance and risk stakeholders.