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Develop customized financial plans, educate clients on investment solutions, conduct one-on-one appointments, recommend products aligned with client needs, and grow relationships with existing clients and warm leads. The role includes proactive outreach, client referrals to wealth management partners, and use of Fidelity planning tools to support investment decisions.

Lead the Fraud Risk Oversight team, developing fraud risk management frameworks, conducting risk assessments, and providing independent oversight on fraud operations.

Engage face-to-face with Investor Center clients, provide personalized financial planning and mentorship, recommend investment strategies, deepen client relationships, and attract additional assets. The role involves presenting complex financial solutions, building rapport, delivering excellent customer experiences, and expanding Fidelity’s business through an existing client base. Training and professional development are provided, with licensing and registration requirements for securities activities.

Manage and trade discretionary US and international equity Separately Managed Accounts (including long/short strategies). Conduct portfolio construction, tax-aware transitions, account reviews, performance and risk monitoring, and coordinate with trading, operations, research, and technology teams to improve model management and implementation.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning, mentor clients, recommend investment solutions, grow client assets, and represent Fidelity’s brand while leveraging company resources and training.

Face-to-face financial consultant advising existing clients in an Investor Center. Deliver personalized investment and retirement planning, deepen relationships, present complex solutions, and cross-sell investment strategies using Fidelity's product platform and training resources.

Provide phone and digital customer service for 401(k) plan participants: answer account questions, assist with withdrawals/loans/account maintenance, deliver education/resources, and resolve customer issues. Complete 14-week training cohort and continue taking calls while participating in team activities and coaching. Role requires empathy, strong communication, basic tech troubleshooting, and at least one year of customer service experience.

The role involves designing and implementing software solutions for regulatory reporting, collaborating with stakeholders, and mentoring junior team members in a hands-on capacity.

Provide phone and digital customer service for 401(k) accounts: answer questions, assist with withdrawals/loans/account maintenance, educate customers, and resolve issues. Complete 14-week training then handle increasingly complex calls while participating in team activities and coaching.

Serve as product authority for Fidelity Managed Accounts, handle complex managed-account sales and client management, support Financial Consultants in reviews, risk mitigation, retention, and pre/post-sales client conversations, manage a large book (~850 clients, ~$500M AUM), and apply deep portfolio, tax, and estate planning expertise.