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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.

Act as product authority for Fidelity Managed Accounts, focus on client experience, retention, and sales. Handle complex managed account sales and client management, lead Annual Strategic Reviews, risk mitigation, and pre/post-sales conversations. Support Financial Consultants, manage a book (~850 clients, ~$500M AUM), identify sales opportunities, ensure compliance, and apply practice management to deliver tailored portfolio solutions.

Provide phone and digital customer service for 401(k) plan participants: answer account questions, assist with withdrawals/loans/account maintenance, and educate customers. Complete a 14-week training cohort, continue taking customer calls, participate in team activities, and work a full-time hourly schedule with possible extra hours.

Handle inbound customer calls and digital inquiries about 401(k) accounts: balances, withdrawals, loans, and account maintenance. Complete a 14-week training cohort, provide empathetic, accurate service, troubleshoot basic technology issues, and participate in team activities and coaching. Role is full-time hourly with potential extra hours.

Provide phone and digital customer service for 401(k) plan participants: answer account questions, assist with withdrawals/loans/account maintenance, and deliver education. Complete a 14-week training cohort, then handle increasingly complex customer calls while participating in team activities and coaching. Work full-time hourly with possible extra hours.

Provide empathetic phone and digital customer service for 401(k) plan participants: answer account questions, assist with withdrawals, loans, and account maintenance, educate customers, troubleshoot basic systems, and progress through a 14-week training program to handle increasingly complex inquiries.