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5 Days AgoSaved
In-Office
Covington, KY, USA
Junior
Junior
Fintech
Performs business and integrated audits to evaluate risks, controls, business processes, and supporting technologies. Analyzes data, tests controls, documents results, identifies deficiencies, drafts audit reports, and recommends management action plans. Collaborates with business, technology, audit teams, and clients while using audit automation and data analytics techniques to improve risk identification and operational effectiveness.
5 Days AgoSaved
In-Office
Merrimack, NH, USA
Entry level
Entry level
Fintech
Build trusted relationships with workplace and personal investment clients through inbound and outbound conversations. Provide retirement and investment guidance, explain Fidelity products and planning tools, identify client needs, and connect customers with suitable solutions. The role includes structured training and support for completing securities licensing exams, along with development in financial planning, consultative service, and sales skills.
Top Skills: Fidelity Planning ToolsFinra SieSeries 66Series 7
Reposted 5 Days AgoSaved
In-Office
Smithfield, RI, USA
Entry level
Entry level
Fintech
The Planning and Advice Associate provides guidance on retirement and investment needs to clients, handling inbound and outbound calls while building relationships and managing client interactions using Fidelity's planning tools.
Top Skills: Salesforce
Reposted 6 Days AgoSaved
In-Office
Boston, MA, USA
85K-171K Annually
Senior level
85K-171K Annually
Senior level
Fintech
Lead workplace amenity strategy and program management for food, wellbeing, transportation, and emerging programs serving over 80,000 associates. Develop data-driven strategies, policies, business cases, budgets, research, feedback processes, and multi-year plans. Collaborate with senior leaders, stakeholders, and vendors while managing priorities, communicating insights, and delivering initiatives across Fidelity Real Estate.
Top Skills: ExcelPowerPointSharepoint
8 Days AgoSaved
In-Office
Boston, MA, USA
130K-264K Annually
Expert/Leader
130K-264K Annually
Expert/Leader
Fintech
Leads Fidelity Institutional’s Custom SMA product organization, overseeing direct indexing, factor, active equity, and fixed income solutions. Responsibilities include product strategy, portfolio roadmaps, new product development, market-fit analysis, client and distribution-partner engagement, business cases, technology collaboration, product governance, and team leadership. The role requires deep financial services and managed-account expertise, strong influence and communication skills, and the ability to drive cross-enterprise initiatives.
Top Skills: Tamp Platforms
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8 Days AgoSaved
In-Office or Remote
2 Locations
Entry level
Entry level
Fintech
Develops and manages retirement-plan sales across the greater Chicago territory. Builds relationships with financial advisors, third-party administrators, and business owners; sells 401(k) recordkeeping and multi-product solutions; provides retirement-benefits expertise; executes consultative sales, territory planning, presentations, marketing campaigns, pipeline development, and client engagement strategies.
Top Skills: FinraSeries 63Series 7
8 Days AgoSaved
In-Office
Chappaqua, NY, USA
60K-75K Annually
Entry level
60K-75K Annually
Entry level
Fintech
Work face-to-face with clients in a Fidelity Investor Center, providing personalized financial guidance, introducing investment strategies, recommending solutions, and expanding client assets. Build trusted relationships, explain complex investment products, deliver exceptional customer experiences, and develop business through an existing client base. Fidelity provides training, onboarding, and professional development support.
Top Skills: Finra Series 66Finra Series 7
8 Days AgoSaved
In-Office
Portland, OR, USA
Entry level
Entry level
Fintech
Develop customized financial plans, educate clients on investment solutions, conduct one-on-one appointments, recommend products aligned with client goals, and grow relationships with existing clients and warm leads. Refer clients to wealth management partners when appropriate and use Fidelity planning tools to support follow-up and financial guidance.
Top Skills: Fidelity Planning ToolsFinra Series 66Finra Series 7
8 Days AgoSaved
In-Office
Portland, OR, USA
96K-210K Annually
Senior level
96K-210K Annually
Senior level
Fintech
Provides comprehensive wealth planning and investment guidance to high-net-worth clients, including retirement, tax, protection, investment, wealth transfer, and multigenerational planning. Builds trusted long-term relationships, increases client engagement and referrals, and collaborates with colleagues to deliver tailored financial strategies. Requires financial services and planning experience, investment knowledge, strong relationship-building skills, and FINRA licensing.
Reposted 8 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
The Director of Engineering oversees delivery and operational excellence of Legal technology platforms, managing engineers, partnerships, and ensuring compliance in software development.
Top Skills: AngularAPIsAWSJavaMicroservicesOracle
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