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23 Days AgoSaved
In-Office
Washington, DC, USA
60K-75K Annually
Mid level
60K-75K Annually
Mid level
Fintech
Provide face-to-face financial advice and personalized planning to an existing client base. Build and deepen client relationships, recommend investment and retirement solutions, and grow client assets using Fidelity's platform and resources. Deliver excellent client service, mentor clients toward long-term goals, and support branch business objectives.
23 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech
Provide face-to-face financial guidance and personalized planning to existing clients in an Investor Center. Build and deepen client relationships, present complex investment and retirement solutions, grow client assets, and deliver exceptional customer experiences while leveraging Fidelity's product platform and training.
23 Days AgoSaved
In-Office
Boston, MA, USA
67K-127K Annually
Mid level
67K-127K Annually
Mid level
Fintech
Support finance for private real estate funds: oversee property accounting, review financial reporting, prepare property budgets, support acquisitions, manage vendor approval and accounts payable, perform US GAAP technical reviews, work with Yardi, and coordinate with third-party providers and internal investment teams.
Top Skills: ExcelMicrosoft PowerpointYardi
23 Days AgoSaved
In-Office
Los Angeles, CA, USA
60K-75K Annually
Mid level
60K-75K Annually
Mid level
Fintech
Engage face-to-face with existing clients at an Investor Center to provide personalized financial guidance and retirement planning, deepen relationships, recommend investment solutions, and present complex strategies. Leverage firm resources and training to grow client assets while delivering exceptional customer service and supporting long-term financial goals.
23 Days AgoSaved
In-Office
Denver, CO, USA
66K-125K Annually
Junior
66K-125K Annually
Junior
Fintech
Provide financial planning consultations alongside Financial Consultants and Wealth Planners, using Fidelity guidance tools to educate clients, uncover opportunities, consolidate assets, and deepen client relationships. Maintain organized contact strategies (Salesforce), conduct outbound outreach, mentor peers, and support plan implementations to meet client goals.
Top Skills: GlanceSalesforce
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23 Days AgoSaved
In-Office
Albany, NY, USA
45K-75K Annually
Entry level
45K-75K Annually
Entry level
Fintech
Answer inbound customer calls to assist with account balances, withdrawals, transfers, resources, and trades. Receive paid training and support to obtain SIE, Series 7 Top Off and Series 66 licenses, work remotely during onboarding (one day/week in an Investor Center), then transition to full-time onsite Investor Center duties while progressing on a wealth management development track.
23 Days AgoSaved
In-Office
4 Locations
74K-141K Annually
Expert/Leader
74K-141K Annually
Expert/Leader
Fintech
Provide paralegal support across litigation, regulatory, and employment matters including intake, research, document collection and organization, discovery support, matter tracking, and coordination with internal business partners to help attorneys evaluate and defend matters.
Top Skills: Discovery ToolsDocument Management SystemsExcelMS Office
23 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
Drive architecture and development of Java/J2EE and AWS cloud applications using containers and orchestration (EKS, Docker, Kubernetes). Implement SRE/ITIL/ITSM practices, lead complex projects, ensure QA readiness, mentor engineers, manage project lifecycles, advise on technical strategy, and deliver CI/CD-based deployments.
Top Skills: Amazon Web Services (Aws)AngularAntApache Subversion (Svn)BitbucketCi/CdDockerEksGitHibernateJ2EeJavaJava 8JavaScriptJax-WsJenkinsJspJunitKubernetesLinuxMavenMicroservicesMvcOrmRestful Web ServicesSoapSonarSpringStashStrutsTddVeracodeWsdlXML
23 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
Designs and develops web applications and test automation using Java/Python. Creates test strategies, automates API and UI tests (RestAssured, Karate, Selenium), manages CI/CD with Jenkins and Git, works with Oracle/Snowflake/Postgres/SQL Server, participates in architecture design, ensures QA readiness, documents systems, mentors team members, and advises senior management on technical strategy.
Top Skills: CucumberGitHp Quality CenterJavaJavaScriptJenkinsJIRAJunitKarateMicrosoft Sql ServerOraclePostgresPostmanPythonRestassuredSeleniumSnowflakeSoa TestSoap UiSql Server Management StudioTestrailToadUnixXray
23 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
Design, develop, and maintain secure, scalable microservices and Angular front-ends for securities lending and collateral management. Lead architecture, implement CI/CD pipelines, ensure QA readiness, integrate with external vendors, optimize performance, mentor developers, and advise senior management on technical strategy across multiple complex projects.
Top Skills: AngularAngular.JsAWSBackbone.JsCi/CdCSSEsbuildGitGitHTMLHTML5Integration TestingJ2EeJavaJenkinsJspMicroservicesMqNgrxReduxRestful ApisScssSoapSpring MvcSpring SecuritySQLTypescriptUnit Testing
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