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Serve as the face of Fidelity by supporting clients, handling front-lobby transactions, addressing needs, and strengthening long-term relationships. Identify opportunities to deepen client relationships, make effective introductions, support branch growth, and champion technology adoption. The role includes training and preparation for Series 7 and Series 66 licensing, along with compliance-focused responsibilities and daily client support.

Support active and sophisticated traders through inbound interactions involving market activity, securities transactions, and trading questions. Provide education on investment products and regulations, explain complex concepts clearly, identify client needs, and connect clients with appropriate trading tools and resources. Build trusted client relationships while managing multiple priorities in a fast-paced, highly regulated brokerage environment.

Support active and sophisticated traders through inbound interactions involving market activity, securities transactions, and trading questions. Provide education on trading products and regulations, explain complex investment concepts clearly, build trusted client relationships, and connect clients with suitable trading tools and resources. The role requires Series 7 and Series 63 licenses, knowledge of equities, options, mutual funds, fixed income, margin, and strong judgment in a fast-paced environment.

Leads advanced data analytics and customer insights initiatives, transforming structured and unstructured data into strategic recommendations. Develops statistical analyses, reporting capabilities, dashboards, and data-driven solutions to support organizational prioritization and improve customer experiences. Collaborates with analytics, engineering, data science, marketing, and product teams while applying tools such as SQL, Python, R, Tableau, Power BI, Snowflake, and Athena.

Serves as the face of Fidelity in a branch, supporting clients, handling front-lobby transactions, ensuring compliance, assessing client needs, and identifying opportunities to deepen relationships. The role requires strong customer service, interpersonal, organizational, and technology-adoption skills. Fidelity provides training and resources for the required Series 7 and Series 66 licenses while offering a full-time onsite work model and comprehensive benefits.

Support active and sophisticated Fidelity traders through inbound interactions involving market activity, securities transactions, and trading questions. Provide education, explain complex investment concepts, identify client needs, and connect clients with relevant trading tools and resources. The role requires knowledge of financial markets, investment products, trading regulations, and products including equities, options, mutual funds, fixed income, and margin. Building trusted client relationships and delivering personalized support are central responsibilities.

Deliver personalized financial planning consultations, develop engagement strategies, conduct joint client appointments, identify consolidation and planning opportunities, use tools like Salesforce and Glance, make outbound client calls, and mentor/support colleagues to build long-term client relationships.

Provides personalized financial planning consultations, conducts joint client appointments, develops client engagement strategies, and identifies opportunities for asset consolidation, referrals, and plan implementation. Builds long-term client relationships through education, outbound outreach, and Fidelity planning tools. Partners with Financial Consultants and Wealth Planners on complex planning needs, supports client relationship management, and mentors fellow associates.

The Senior Risk Manager supports Fidelity Wealth product and operations teams by conducting risk assessments, reviewing controls, advising on initiatives, managing incidents, analyzing and reporting risks, and coordinating with Legal, Compliance, Audit, and business leaders. The role focuses on financial services, payment and debit card program risk, regulatory changes, mitigation strategies, and communicating risk findings to senior stakeholders.

Provides end-to-end account management and high-touch client service for ultra-high-net-worth donors and advisors using Fidelity Charitable donor-advised fund services. Resolves complex transactional and policy issues, coordinates Legal, Risk, Compliance, Investments, Tax, and operations teams, oversees transaction processing, identifies risks, improves processes, and communicates proactively with clients and internal stakeholders. Supports service reviews, presentations, conferences, and complex philanthropic account needs with high autonomy and attention to detail.