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Develop customized financial plans for existing clients and warm leads using Fidelity’s planning tools and investment products. Conduct one-on-one client appointments, recommend solutions aligned with client needs, educate customers on investment options, conduct proactive outreach, build relationships, and refer clients to wealth management partners when appropriate.

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.

Leads business operations supporting proprietary indexing and quantitative research teams. Responsibilities include data validation, quality controls, vendor and issue management, workflow documentation, process automation, risk identification, and cross-functional collaboration with research, technology, compliance, product, and investment teams. The role improves operational consistency, scalability, and efficiency while supporting evolving business priorities.

Manage and execute ESI preservation and collection requests across email, IMs, documents, and recordings using Microsoft Purview. Track metrics, ensure data integrity, resolve exceptions, document eDiscovery processes, and coordinate with legal, security, compliance, and business partners to support defensible discovery and review.

Configures and maintains Defined Benefit corporate clients on Fidelity administration platforms. Collaborates with business analysts, product consultants, technology partners, and project teams to support system setup, complex projects, client implementations, and ongoing maintenance requests. Applies Defined Benefit knowledge, business and technical analysis, data structures, query languages, and web technologies while ensuring effective benefits administration and record-keeping.

Build and deepen relationships with Fidelity’s high-value clients, support branch teams, organize Financial Consultants, and align daily activities with client needs. The role involves cultivating a book of business, identifying opportunities to add value, facilitating targeted appointments, and delivering personalized service within a detailed compliance environment. Responsibilities also include client contact strategy, financial planning support, collaboration, and ongoing relationship development.

Serve clients face-to-face in a Fidelity Investor Center by providing personalized financial planning, investment guidance, mentorship, and relationship management. Identify client needs, recommend investment solutions, introduce strategies, attract additional assets, and deliver an outstanding customer experience. The role includes building credibility with knowledgeable clients, expanding Fidelity’s reach, and completing required licensing and registrations.

Provides face-to-face financial consulting and personalized investment planning for an established client base. Builds trusted client relationships, uncovers financial needs, recommends investment solutions, introduces clients to investment strategies, and helps grow client assets. Delivers a strong customer experience while meeting business results, collaborating with colleagues, and completing required licensing and registrations.

Provides independent audit and advisory services to assess risk, improve internal controls, and enhance business performance. Conducts business and integrated audits, evaluates end-to-end processes and technologies, tests controls, analyzes data, documents findings, drafts reports, and develops management action plans. Collaborates with business and technology leaders, applies audit automation and analytics, and coaches Analysts and Senior Analysts.

Leads regional wealth management coaching by mentoring financial advisors, supporting client appointments, sharing financial planning and investment expertise, and coordinating development plans with branch leaders and coaches. Sets coaching strategy, deploys mentoring resources, tracks activities in Salesforce, and builds relationships with executives and business partners to improve advisor performance and client outcomes.