Top Tech Jobs & Startup Jobs

Supports investors with trading, investment, and account-related needs through inbound interactions. Processes securities transactions, explains market and investment concepts, provides compliant guidance, resolves client requests, and identifies relevant products and solutions. The role requires knowledge of financial markets, investment products, regulations, and securities transactions while building client trust and relationships.

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, and develops client engagement strategies. Builds long-term client relationships through education, planning tools, outbound outreach, and collaboration with Financial Consultants or Wealth Planners. Maintains organized contact strategies, supports plan implementation, uncovers complex planning needs, and mentors fellow associates while adhering to client service and regulatory standards.

Supports investors with trading, investment, and account-related needs through inbound interactions. Processes complex securities transactions, explains market and investment concepts, applies regulatory requirements, resolves client requests, and identifies opportunities for additional products and services. Builds client trust and loyalty through personalized education and consultative support while handling equities, options, mutual funds, fixed income securities, and precious metals.

Supports investors with trading, investment, and account-related needs through inbound client interactions. Processes complex securities transactions, explains market and investment concepts, applies regulatory requirements, resolves client issues, and identifies opportunities to connect clients with relevant products and solutions. Builds client trust and loyalty through accurate, compliant, consultative service while handling equities, options, mutual funds, fixed income securities, and precious metals.

Supports investors with trading, investment, and account-related needs through inbound client interactions. Processes complex securities transactions, explains market and investment concepts, ensures regulatory compliance, and helps clients make informed decisions. Builds client relationships, identifies additional product and solution opportunities, and delivers accurate, personalized service across equities, options, mutual funds, fixed income, and precious metals.

Drives growth and adoption of Fidelity’s Exchange Fund by educating advisors and clients, managing relationships, and serving as a subject matter expert. Connects investment, operations, distribution, and investment management teams while translating complex fund structure, tax, and investment concepts into clear messaging. Supports product scaling, presentations, conferences, and client engagement, requiring strong organization, communication, collaboration, and execution skills.

Supports Fidelity’s Employment Law practice through matter management, legal research, litigation and arbitration support, regulatory matters, discovery review, document tracking, and coordination with business units and attorneys. The role requires managing complex legal requests, maintaining voluminous records, meeting deadlines, and working independently and collaboratively in a fast-paced environment.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and investment guidance, uncover client needs, recommend investment solutions, and deepen relationships by attracting additional assets. The role serves an existing client base, requires strong knowledge of investment products, client communication skills, and FINRA licensing or the ability to obtain required licenses.

Lead US institutional sales for Fidelity Digital Assets, owning revenue targets, pipeline development, client onboarding, and growth strategy. Build, hire, train, coach, and manage the US sales team while developing relationships with institutional investors and financial intermediaries. Drive go-to-market plans, cross-functional collaboration, ecosystem partnerships, and client acquisition across digital asset custody and execution services. Represent the organization at industry conferences and provide market and customer insights internally.

Develop customized financial plans for existing clients and warm leads using Fidelity planning tools and investment solutions. Conduct client appointments, recommend solutions aligned with client goals, provide investment education, conduct proactive outreach, grow relationships, and refer clients to wealth management partners when appropriate. The role requires strong product knowledge, communication, consultative selling, and relationship-building skills in an Investor Center environment.