Jobs at Fidelity Investments

Provides personalized financial planning consultations, develops client engagement strategies, and identifies opportunities for asset consolidation, referrals, and plan implementation. Conducts joint client appointments, profiles client needs, presents financial guidance, and builds long-term relationships. Collaborates with Financial Consultants and Wealth Planners, maintains client contact strategies, uses Salesforce and Glance, makes outbound calls, and mentors associates while supporting Fidelity’s client relationship objectives.

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

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%.

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.

Advises high-net-worth clients on personalized wealth management strategies, including investment, retirement, tax, protection, wealth transfer, and multigenerational planning. Builds trusted long-term relationships, delivers comprehensive financial roadmaps, supports major life events, increases client engagement and share of wallet, generates referrals, and collaborates with colleagues to strengthen planning capabilities.

Develop customized financial plans for existing clients and warm leads, recommend investment solutions, conduct one-on-one appointments, and grow client relationships. The role uses Fidelity planning tools to understand client goals, implement suitable solutions, provide investment education, and refer clients to wealth management partners when appropriate.

Leads advanced estate and financial planning for high-net-worth clients and their advisors. Provides expertise in estate planning, wealth transfer, wills and trusts, income taxation, and succession planning. Supports advisor training, regional business development, and thought leadership while collaborating with Fidelity’s Advanced Planning team. The role is client-facing, remote with regional travel, and requires Series 7 and 66 licensing.

Engage clients face-to-face in a Fidelity Investor Center, provide personalized financial guidance, recommend investment strategies, deepen existing relationships, and help attract additional client assets. The role requires strong relationship-building, investment knowledge, client communication, and FINRA licensing or the ability to obtain required registrations. Fidelity provides training, resources, and support for long-term professional growth.

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, and develops client engagement strategies. The role uses Salesforce and Glance to manage relationships and enhance client experiences, supports plan implementation, makes outbound calls, and partners with Financial Consultants or Wealth Planners on complex planning opportunities. It also mentors colleagues and promotes Fidelity’s financial planning offerings.

Provides comprehensive financial planning and guidance to executive clients with workplace benefit plans and assets typically under $3 million. Builds and deepens executive relationships, recommends retirement, investment, insurance, and wealth-planning solutions, incorporates employee benefits into financial plans, develops a book of business, identifies asset-gathering opportunities, and partners with senior planning consultants on complex client needs. Travel may be required up to 25%.

Provide personalized financial planning and retirement income strategies for C-suite and senior executives at workplace benefit plan clients. Manage client relationships, deliver investment guidance and asset management, integrate workplace benefits into plans, present executive services, develop new business through referrals and events, and drive assets under management while collaborating with relationship teams.

Partner with selling teams to grow Fidelitys presence in the advisor retirement plan market across WA, OR, and Northern CA. Build and maintain advisor relationships, educate advisors and firms on Fidelity services and recordkeeping, develop advisor-centric sales strategies, support sales meetings and regional events, lead projects with business development leadership, advocate for advisors internally, and contribute to product and process improvements. Must acquire Series 7 and 63; prior retirement benefits and advisor relationship experience required.

Engage face-to-face with existing clients at an Investor Center to provide personalized financial guidance and retirement planning, deepen relationships, recommend investment solutions, and present complex strategies. Leverage firm resources and training to grow client assets while delivering exceptional customer service and supporting long-term financial goals.