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Reposted 19 Days AgoSaved
In-Office
2 Locations
103K-211K Annually
Senior level
103K-211K Annually
Senior level
Fintech
The Director will create advanced trading content for Fidelity's retail clients, collaborating with experts to deliver actionable insights and develop the content strategy for the Active Investor newsletter and related platforms.
Top Skills: AnalyticsContent Management Systems
20 Days AgoSaved
In-Office
Westlake, TX, USA
Junior
Junior
Fintech
The role involves processing cash and securities contributions, coordinating with internal and external partners, ensuring accuracy, maintaining relationships, and improving processes.
Top Skills: Fidelity Systems (FbsiXtrac)
20 Days AgoSaved
In-Office
Lynnwood, WA, USA
59K-74K Annually
Entry level
59K-74K Annually
Entry level
Fintech
As an Investment Consultant at Fidelity, you develop custom financial plans for existing clients, utilizing various financial products and services, while growing client relationships and meeting their investment needs.
Top Skills: Finra Series 66Finra Series 7
20 Days AgoSaved
In-Office
Palo Alto, CA, USA
60K-75K Annually
Mid level
60K-75K Annually
Mid level
Fintech
As a Financial Consultant, engage clients face-to-face, building relationships, recommending investment strategies, and supporting comprehensive financial planning for retirement goals.
Top Skills: CfpFinra Series 66Finra Series 7
20 Days AgoSaved
In-Office
Merrimack, NH, USA
Senior level
Senior level
Fintech
The Manager, Corporate Actions Production Support oversees daily Corporate Actions operations, coordinates information flow between stakeholders, ensures accuracy and timeliness, and drives operational improvements.
Top Skills: Agile MethodologyCorporate ActionsCustody EnvironmentFund AccountingMutual Fund OperationsProject Management
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20 Days AgoSaved
In-Office
Grand Blanc, MI, USA
Entry level
Entry level
Fintech
As an Investment Consultant, you'll build relationships with mass affluent clients, providing tailored financial plans and investment solutions, focusing on their needs and growing Fidelity's assets.
Top Skills: CfpFinra Series 63Finra Series 65Finra Series 7Investment Solutions
20 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Senior Manager, Data Analytics and Insights will leverage data analytics to provide insights into workspace usage, develop predictive analytics, and enhance reporting capabilities across the organization, collaborating with various stakeholders.
Top Skills: AlationAlteryxData AnalyticsPower BISnowflakeSQLTableau
20 Days AgoSaved
In-Office
Greenville, DE, USA
Mid level
Mid level
Fintech
The Financial Consultant engages with customers for personalized financial planning, utilizing existing client bases and investment strategies, while providing guidance and fostering relationships.
Top Skills: Finra Series 66Finra Series 7
20 Days AgoSaved
In-Office
Chicago, IL, USA
59K-74K Annually
Entry level
59K-74K Annually
Entry level
Fintech
As an Investment Consultant, you will develop financial plans, engage with clients, and provide investment solutions while leveraging Fidelity's tools and services.
Top Skills: Fidelity Guidance Tools
Reposted 20 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
As a Senior Implementation Specialist, you will provide high-quality account management and support to advisors, ensuring timely resolutions and effective communication while managing multiple priorities and enhancing client experiences.
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