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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. This team is responsible for the strategic marketing and lead gen and client engagement efforts for products and services including Executive Services, Retirement Income, PPA (Personalized Planning & Advice), Financial Foundations, Student Debt, Workplace Giving, Investment Management, and our newest API Platform.
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You will be part of a team that thrives on driving growth through innovation, digital channels including social and paid media, events and sales enablement while supporting one another in learning to grow the overall Workplace Investing business.
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Develop the marketing strategy by understanding the competitive market, the ever-changing financial environment and outlook as well as pending legislation that will affect the product and distill that information into measurable insights and learning agenda.
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As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals.
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We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Residential Real Estate Agent and others in the Accounting and Finance to apply. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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We welcome those with experience in jobs such as Retail Sales Representative, Accounting Assistant, and Bookkeeper and others in the Accounting and Finance to apply. In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
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We welcome those with experience in jobs such as Accounting Assistant, Retail Sales Representative, and Controller and others in the Accounting and Finance to apply. 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.
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We welcome those with experience in jobs such as Residential Real Estate Agent, Retail Sales Representative, and Home Buyer s Consultant and others in the Accounting and Finance to apply. Fidelity Investments is an equal opportunity employer.
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Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts.
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Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
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7+ years communications consulting, benefits consulting, B2B marketing, learning & development, or benefit sales experience. Ability to analyze participant behavior and retirement readiness metrics to illustrate the value of Fidelity’s multi-channel WI employee engagement programs (Financial Wellness, NetBenefits, proactive and reactive communications outreach.
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Building relationships and establishing strategy sessions with US and Global Sales teams. We are looking for an experienced financial services professional that has familiarity with investment products relevant to both the Defined Benefit and public market segments.
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Certified Financial Planner ® / CFP. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
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