Jobs at Fidelity Investments

Develop customized financial plans for existing clients and warm leads using Fidelity’s planning tools and investment solutions. Conduct one-on-one client appointments, provide investment guidance, recommend solutions aligned with client needs, grow relationships through proactive outreach, and refer clients to wealth management partners when appropriate.

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.

As a Relationship Manager, you will build and maintain client relationships, facilitate personalized service, and support financial consultants in a dynamic environment.

Drive relationships and sales with major wirehouse firms, advisors, branches and private wealth teams. Deliver thought leadership, practice management, and investment perspectives; collaborate with relationship management and internal partners to grow access, deepen relationships, and increase sales across mutual funds, ETFs, SMAs, models, alternatives and retirement solutions.

Provide financial planning consultations, educate clients using Fidelity guidance tools, uncover opportunities for deeper engagement and asset consolidation, support Financial Consultants/Wealth Planners, maintain organized client contact strategies with Salesforce, and mentor peers to enhance client relationships.

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.

Lead a book of defined-contribution clients as primary contact, manage and resolve client issues, advise plan sponsors on design/regulatory matters, coordinate internal teams, and develop investment and service strategies to retain and grow retirement/401(k) relationships.

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.

Senior wealth advisor responsible for developing comprehensive financial, investment, tax, trust, and estate plans for high-net-worth clients. Builds multi-generational relationships, drives loyalty and referrals, analyzes investment strategies, and coordinates with internal teams to deliver tailored wealth solutions.

Coach and mentor regional financial planning associates to grow client relationships and sales through consultative selling. Deliver subject-matter expertise on advisory, insurance, retirement, and wealth solutions. Provide training, collaborate with branch management on development plans, support client appointments, and model organized preparation and follow-up to improve associate performance and business growth.

Manage and deepen relationships with high-value clients, schedule targeted appointments, support Financial Consultants, identify opportunities to add value, and deliver personalized financial planning guidance while maintaining compliance.

Provide high-touch wealth planning and investment advice to high-net-worth clients. Develop personalized, multigenerational financial roadmaps, implement integrated strategies across investments, retirement, tax, and protection planning, and build long-term client relationships to increase wallet share and referrals.