The Managing Director will build client relationships, understand business needs, manage a diverse product mix, and provide strategic solutions to enhance client satisfaction.

Fidelity Investments

VP, Business Development, Fidelity Charitable

12 Days Ago

Home Junction, CA, USA

112K-255K Annually

Senior level

112K-255K Annually

Senior level

Fintech

The VP of Business Development will engage with advisors to enhance charitable giving, develop relationships, and increase awareness of Fidelity Charitable's philanthropic services.

Fidelity Investments

VP, Regional Account Executive- 401K Sales

12 Days Ago

4 Locations

55K-75K Annually

Mid level

55K-75K Annually

Mid level

Fintech

The Regional Account Executive collaborates with advisors and business owners to address financial wellness and retirement needs, selling Fidelity’s 401k solutions and cultivating long-term relationships through consultative sales processes.

Top Skills: Financial ServicesSales

Fidelity Investments

Financial Consultant - Torrance, CA

13 Days Ago

Torrance, CA, USA

55K-75K Annually

Entry level

55K-75K Annually

Entry level

Fintech

As a Financial Consultant, you will build relationships with clients, provide personalized financial planning, and support them in reaching retirement goals using comprehensive investment strategies.

Top Skills: Finra Series 63Finra Series 65Finra Series 7

Fidelity Investments

Planning Consultant - Burbank, CA

17 Days Ago

Burbank, CA, USA

60K-100K Annually

Mid level

60K-100K Annually

Mid level

Fintech

The Planning Consultant develops engagement strategies with clients for financial planning, uncovers planning opportunities, and collaborates with advisers to meet client needs.

Top Skills: Salesforce

Fidelity Investments

Wealth Planner - Pasadena, CA

18 Days Ago

Pasadena, CA, USA

115K-200K Annually

Senior level

115K-200K Annually

Senior level

Fintech

As a Wealth Planner, you will create personalized wealth strategies for clients, managing relationships and implementing financial plans to ensure client satisfaction and retention.

Top Skills: Financial Planning Software

Fidelity Investments

Regional Director, Los Angeles (External Wholesaler)

18 Days Ago

Los Angeles, CA, USA

70K-175K Annually

Senior level

70K-175K Annually

Senior level

Fintech

Lead collaboration with Financial Advisors to drive Fidelity product distribution, ensuring client goals are met through effective sales strategies.

Top Skills: EtfsFidelity ProductsIndex FundsInvestment Management ToolsMutual Funds

Fidelity Investments

Planning Consultant - Pasadena, CA

19 Days Ago

Pasadena, CA, USA

60K-100K Annually

Mid level

60K-100K Annually

Mid level

Fintech

The Planning Consultant builds client relationships, provides financial planning consultations, and collaborates with advisers to enhance client success and engagement.

Top Skills: Salesforce

Fidelity Investments

Workplace Financial Consultant - Los Angeles, CA

20 Days Ago

Los Angeles, CA, USA

78K-115K Annually

Mid level

78K-115K Annually

Mid level

Fintech

The Workplace Financial Consultant provides financial advice to participants through meetings and workshops, fostering client engagement and satisfaction in local workplaces.

Top Skills: Financial Planning ConceptsLife & Annuity CertificationSeries 66Series 7

Fidelity Investments

Managing Director- 401K Relationship Manager

23 Days Ago

2 Locations

72K-165K Annually

Senior level

72K-165K Annually

Senior level

Fintech

The Managing Director manages a portfolio of 401K clients, ensuring service delivery and relationship management while leading a team and facilitating client interactions.

Top Skills: Series 63Series 7