Fidelity Investments

HQ
Boston
Total Offices: 12
58,848 Total Employees
Year Founded: 1946

Fidelity Investments Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Provides a pension

Offers occupational accident insurance

Offers retiree health & medical

Offers disability insurance

Offers charitable contribution matching

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Provides family medical leave

Provides fertility benefits

Offers childcare benefits

Offers generous parental leave

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers healthcare on-site

Company Culture

Provides commuter benefits

Offers travel concierge services

Provides a mobile phone discount

Offers legal assistance

Utilizes a flexible work schedule

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

2 Days AgoSaved
In-Office
Irvine, CA, USA
Fintech
Serve as the face of Fidelity by supporting clients, handling lobby transactions, identifying client needs, deepening relationships, and making effective introductions. The role provides customer service, phone-based support, compliance assistance, and technology adoption within the branch. Fidelity provides training and resources to obtain required Series 7 and Series 66 licenses while representatives contribute to branch growth and client engagement.
Fintech
Serves as a trusted financial advisor and relationship manager for senior executives and C-suite clients. Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support. Develops business through referrals, seminars, and events while expanding assets under management and client relationships. Requires extensive financial services sales experience, executive client expertise, securities licenses, and travel up to 50%.
3 Days AgoSaved
In-Office or Remote
4 Locations
Fintech
Build and deepen relationships with executives participating in employer-sponsored benefits plans. Provide personalized benefits education and financial planning guidance across brokerage, insurance, equity compensation, estate, and retirement planning. Partner with Executive Planning Consultants on client strategies, business development, and marketing initiatives. Resolve complex client issues, ensure compliance with policies and regulations, and identify opportunities to improve client relationships and experiences.