Job Description :
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform.
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
The Expertise We’re Looking For
The Purpose of Your Role
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand.
Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships.
We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits.
While you form relationships here, you will also be building your career!
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding : to strengthen the financial well-being of our clients .
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
And you don’t need a finance background to succeed at Fidelity we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined.
We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Leave of Absence / Accommodation Team by sending an email to accommodations fmr.
com , or by calling 800-835-5099, prompt 2, option 2.
We welcome those with experience in jobs such as Bookkeeper, Payroll Specialist, and Residential Real Estate Agent and others in the Accounting and Finance to apply.