Fidelity Investments

Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description: We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Job Description: We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Philadelphia area ! The position is fully remote and requires you reside in the Greater Philadelphia, Pennsylvania area . We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. Investment Solutions Representative "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales, preferably in financial services Client or customer consultation experience Excellent phone and e-mail customer service skills Comprehensive understanding of financial services markets, the economy and of industry trends FINRA Series 7 licensed Series 63 and 65 or 66 licensed OR ability to acquire upon hire Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you'll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development. The Skills You Bring Comprehensive understanding/interest in the financial services market, economy, and industry trends Results-oriented and comfortable working independently within the infrastructure of a large organization Strong technology skills and comfort with learning how to use new tools Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting Excellent interpersonal skills Robust influencing and client engagement skills Our Investments in You We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments Click here for a story about how we are helping our employee's payback their student loan debt The Value You Deliver Building and having fast-growing customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. Partnering with other functions and roles within the organization to drive additional business Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry How Your Work Impacts the Organization The Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need. We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Job Description: We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Certifications: Series 07 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Job Description: The Expertise We're Looking For FINRA Series 7, 66, 9/10 required prior to hire 3-5 Years Financial Services experience, workplace retirement plan experience preferred Sales management experience strongly preferred (or demonstrated experience and success in peer-to-peer coaching) Bachelor's degree or equivalent experience Ability to travel 15% of the time is required The Purpose of Your Role The Director's primary focus and accountability is to coach, develop and lead a team of licensed planners. Individuals should be passionate about leading associates to deliver an outstanding participant experience that enables participants to achieve better outcomes while driving business results. The Skills You Bring Your experience leading teams in sales or customer service Your ability to motivate associates to grow and stretch themselves Your ability to present and implement new ideas and execute flawlessly against organizational strategy Your coaching and development skills, presentation skills Your experience with regulatory and compliance practices and rules Your expertise with workplace plans and participant financial planning needs Your excellent verbal and written communication skills The Value You Deliver Creating a culture where planners feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency. Coaching planners to ensure they are proficient in Consultative Selling Skills (CSS) and that they have extensive knowledge of Fidelity's workplace and retail retirement solutions. Partnering with Phone Leadership Peers, TEM Regional VP's, Plan Sponsor Service Teams, and CAPS management to address trends and identify process improvement opportunities which enhance the customer experience and create efficiencies. Engaging with key business partners to maximize opportunity with plan sponsors and plan level events including face to face meetings as well as conference calls with plan sponsors. Developing and owning national initiatives to further improve the participant experience, enhance the associate experience and improve KPI's including profitability. Maintaining and executing a strategic view of the role TEM Planning & Advice plays within PWI and with other business partners. How Your Work Impacts the Organization Fidelity Investments, Personal & Workplace Investing, Tax-Exempt Market, sells, and services retirement plans for the non-profit and government market. TEM is one of the nation's top providers of 403(b)/401(a) retirement savings plans to colleges and universities, healthcare institutions, foundations and charitable organizations, state agencies and local governments. In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Job Description: Investment Consultant, Regional Center We have a new and exciting opportunity for a Remote Licensed Investment Consultant, Regional Center in the Greater Minneapolis area ! The position is fully remote and requires you reside in the Greater Minneapolis, Minnesota area . We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. We are an industry leader in innovation and who invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Expertise We're Looking For FINRA Series 7 & 63 required Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a wide range of products and services. You will be interacting with clients who directly call Fidelity as well as proactively contacting existing clients and following up on warm leads. Cultivating relationships with our clients and providing investment solutions will be your focus. The Skills You Bring In a team-based, sales environment you take initiative and go above and beyond expectations You are a motivated self-starter with a proven track record of success You have a deep understanding of various investment products, and can educate customers on the values and differences of each Incomparable consultative selling and organizational skills Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments Click here for a story about how we are helping our employee's payback their student loan debt The Value You Deliver Providing needs-based guidance and planning to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets With our open architecture, you offer a wide broad range of financial products and services Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills How Your Work Impacts the Organization Working in our Regional Center, you will offer support and personalized financial planning to customers by phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career! We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Job Description: It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For We ask that you have at least five years in financial sales role We believe that three or more years of management within a financial services environment is helpful We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious enthusiasm for hiring, mentoring and developing new branch associates Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The Skills You Bring In a team-based, sales environment you take initiative and exceed expectations. You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each Incomparable consultative selling and organizational skills The Value You Deliver Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets With our open architecture, you offer a wide broad range of financial products and services Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills How Your Work Impacts the Organization Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career! Certifications: Series 07 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

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 FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it 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 You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments 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! Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, guest, health, inside sales, insurance sales, life insurance sales, outside sales, retail, sales position, sales representative

Job Description: Do you enjoy helping others? Are you the go to person at work or in your community? Would your friends and family describe you as friendly and inventive? We really should talk... The Skills You Bring Caring about the well-being of customers and associates is at our core, and we want to talk to people who share our passion. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. At Fidelity, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues comes naturally. The Expertise We re Looking For Relationship building skills Dedication to providing excellent customer service Experience in service, healthcare, or hospitality in people facing industries are strongly preferred. This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability The Purpose of Your Role You bring your passion, we ll invest in you. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls and interactions can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams. The Value You Deliver At Fidelity, collaboration isn t just about working together in our small teams (12-15); it s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and each other. We ask for and act on our associates input on everything from busting through customer issues to crafting our workspaces. Your Life We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefits offerings: Apply now to learn more! Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Job Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. In Transition Services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come. The Purpose of Your Role You will serve as a single point of contact to customers for all of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes: Owning the experience from initiation to completion Providing simple, easy solutions for complex requests Leveraging comprehensive digital solutions Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy Strong organizational skills, ability to prioritize decisions in a fast moving environment Take ownership of complex situations that result in positive outcomes for the customer Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition The Value You Deliver Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning Deliver efficient and responsive resolution for reregistration in the most effective way possible Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agente de servicio al cliente, answer, call center, call center specialist, client service, customer service, customer service representative, customer service specialist, representative, support

Job Description: As a member of Fidelity s Active Trader Services team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with Fidelity s most active and complex traders, and therefore have complex trading and service need. In this role, you will support the trading and non-trading needs and inquiries by these clients including the areas of equity and option trading, margin, trading platform & tool navigation, and risk management. You will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 & 63 required; Series 4 preferred 2-3 years of previous financial services experience The Skills You Bring Proven customer service, client support and problem resolution skills Expertise in equity and option trading, and margin Ability to master the Fidelity trading tools and teach clients how to use them Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agente de servicio al cliente, answer, associate, client service, customer care specialist, customer service specialist, platform support, representante de servicio al cliente, telephone service representative, tsr

Job Description: In Transition Services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come. The Purpose of Your Role You will s erve as a single point of contact to customers and internal business partners for all of account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes: Owning the experience from initiation to completion Providing simple, easy solutions for complex requests Leveraging comprehensive digital solutions Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features The Expertise You Have Series 7 and 63 required 2-3 years of previous financial services experience The Skills You Bring Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy Strong organizational skills, ability to prioritize decisions in a fast moving environment Take ownership of complex situations that result in positive outcomes for the customer Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition The Value You Deliver Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning Deliver efficient and responsive resolution for reregistration in the most effective way possible Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. W e are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Job Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. In Transition Services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come. The Purpose of Your Role You will serve as a single point of contact to customers for all of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes: Owning the experience from initiation to completion Providing simple, easy solutions for complex requests Leveraging comprehensive digital solutions Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy Strong organizational skills, ability to prioritize decisions in a fast moving environment Take ownership of complex situations that result in positive outcomes for the customer Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition The Value You Deliver Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning Deliver efficient and responsive resolution for reregistration in the most effective way possible Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: customer service associate, customer service specialist, phone, platform support, rep, representative, service, service specialist, support, telephone service representative

Job Description: As a Licensed professional in our service organization, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing point of service resolution. You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams . This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or 66 preferred, or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Take ownership of complex situations that result in positive outcomes for the customer Ability to effectively influence others Robust time management and organizational skills Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not required The Value You Deliver Engage with customers, via inbound calls, responding to their inquires Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features You deliver efficient and responsive resolution for various client situations. Effectively uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client Collaboration with internal business partners to research and resolve complex client requests You have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need. You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needs Correspond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the request Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. W e are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: banking product, banking solution, client, loan originator, loan servicing officer, mortgage, mortgage officer, mortgage originator, mortgage servicing officer, relationship

Job Description: Do you enjoy helping others? Are you the go to person at work or in your community? Would your friends and family describe you as friendly and inventive? We really should talk... The Skills You Bring Caring about the well-being of customers and associates is at our core, and we want to talk to people who share our passion. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. At Fidelity, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues comes naturally. The Expertise We re Looking For Relationship building skills Dedication to providing excellent customer service Experience in service, healthcare, or hospitality in people facing industries are strongly preferred. This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability The Purpose of Your Role You bring your passion, we ll invest in you. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls and interactions can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams. The Value You Deliver At Fidelity, collaboration isn t just about working together in our small teams (12-15); it s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and each other. We ask for and act on our associates input on everything from busting through customer issues to crafting our workspaces. Your Life We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefits offerings: Apply now to learn more! Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Job Description: Do you enjoy helping others? Are you the go to person at work or in your community? Would your friends and family describe you as friendly and inventive? We really should talk... The Skills You Bring Caring about the well-being of customers and associates is at our core, and we want to talk to people who share our passion. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. At Fidelity, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues comes naturally. The Expertise We re Looking For Relationship building skills Dedication to providing excellent customer service Experience in service, healthcare, or hospitality in people facing industries are strongly preferred. This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability The Purpose of Your Role You bring your passion, we ll invest in you. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls and interactions can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams. The Value You Deliver At Fidelity, collaboration isn t just about working together in our small teams (12-15); it s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and each other. We ask for and act on our associates input on everything from busting through customer issues to crafting our workspaces. Your Life We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefits offerings: Apply now to learn more! Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agente de servicio al cliente, associate, call center, call center associate, call center representative, coordinator, internship, representative, service specialist, technical assistant

Job Description: Do you enjoy helping others? Are you the go to person at work or in your community? Would your friends and family describe you as friendly and inventive? We really should talk... The Skills You Bring Caring about the well-being of customers and associates is at our core, and we want to talk to people who share our passion. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. At Fidelity, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues comes naturally. The Expertise We re Looking For Relationship building skills Dedication to providing excellent customer service Experience in service, healthcare, or hospitality in people facing industries are strongly preferred. This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability The Purpose of Your Role You bring your passion, we ll invest in you. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls and interactions can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams. The Value You Deliver At Fidelity, collaboration isn t just about working together in our small teams (12-15); it s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and each other. We ask for and act on our associates input on everything from busting through customer issues to crafting our workspaces. Your Life We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefits offerings: Apply now to learn more! Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: answer, associate, clerk, customer service, customer service associate, customer service representative, representative, service, telephone, telephone service representative

Job Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.