US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary This executive assistant role is responsible for providing high-level, executive and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Job Duties and Responsibilities Specialized legal support leading to exceptional client service. Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (zoom links, locations, contact information), often across time zones and multiple busy calendars. Liaise with internal and external clients and support services (e.g. IT, Travel, and Office Services as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events and travel. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. Track all follow-up requests (meetings, materials, deliverables). Approach all client interactions, either in writing, by telephone or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team and the Firm. Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events and interactions. Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda. Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents. Process Matter Opening Forms promptly, ensuring timely follow up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened. Contribute to success of the attorney's financial and client growth goals. Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response. Maintain Outlook contacts lists, promptly adding new contacts upon introduction to the attorney and keeping up-to-date as contact information changes. Work in conjunction with Firm's Business Center to ensure prompt processing of all expenses. Process timesheets daily, drafting entries and following up as appropriate. Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providng support to attorneys outside of team assignments Provide support outside of standard working hours, including during evenings and weekends as needed. Additional duties as assigned. Corporate Tasks as required Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); File formation documents with various entities (both state and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); Retrieve documents from files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel and other types of errands. Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Two years of college or equivalent experience required. College degree or equivalent experience is preferred. Experience: Five plus years experience in a high-level administrative support position. Experience in a law firm or other professional services firm preferred. Skills: Expert organizational skills Top-notch time management skills Streamlined and polished communication style Problem-solving orientation Ownership of the role and the responsibilities Meticulous attention to detail Ability to remain calm and poised in times of high stress Additionally: Mastery of Microsoft Office suite, including ability to create PowerPoint presentations, Excel spreadsheets, and Word documents Advanced Outlook skills including the calendaring and task functions Facility with Zoom and MS Teams Ability to handle confidential and sensitive matters professionally and with discretion Ability to resolve issues quickly, effectively, and diplomatically and to make appropriate recommendations Good decision maker, strategic thinker and proven ability to manage time, people and resources in order to meet deadlines Demonstrated ability to take initiative, manage projects and handle multiple competing priorities Flexibility and ability to adapt to constantly changing priorities Project management skills/training, a plus Other Supervisory Responsibilities: None Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc. Essential Job Functions: Ability to deal with stress associated with a fast paced work environment, including handling the demands of multiple tasks on a daily basis. Ability to utilize technology, including computers and telecommunication devices. Ability to handle multiple tasks and diverse work problems on a daily basis and complete assignments within set timelines. Ability to work well as a member of a team and make judgment decisions and handle daily responsibilities with little or no supervision. Ability to adapt to changing work situations and grasp and apply new ideas. Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand and wrist dexterity associated with prolonged computer use. Ability to use independent judgment and discretion and adapt to changing work situations. Ability to effectively communicate with various personalities at all levels. Ability to work a minimum of 3 days in the office (and up to 5 days if required) as a member of the EA team that is required to provide coverage in the office 5 days a week Working Conditions: You will be required to work in the office a minimum of four days per week. You may occasionally be required to work hours in excess of your normal daily schedule. The specifics of your weekly schedule will be discussed with your direct supervisor. Pay Ranges: This represents the presently anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. This is a non-exempt position. The hourly wage range for this role is $31.50 to $38.70, with an estimated annual compensation range of $65,550 to $80,500, based on expected hours. Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.
12/06/2025
Full time
US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary This executive assistant role is responsible for providing high-level, executive and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Job Duties and Responsibilities Specialized legal support leading to exceptional client service. Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (zoom links, locations, contact information), often across time zones and multiple busy calendars. Liaise with internal and external clients and support services (e.g. IT, Travel, and Office Services as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events and travel. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. Track all follow-up requests (meetings, materials, deliverables). Approach all client interactions, either in writing, by telephone or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team and the Firm. Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events and interactions. Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda. Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents. Process Matter Opening Forms promptly, ensuring timely follow up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened. Contribute to success of the attorney's financial and client growth goals. Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response. Maintain Outlook contacts lists, promptly adding new contacts upon introduction to the attorney and keeping up-to-date as contact information changes. Work in conjunction with Firm's Business Center to ensure prompt processing of all expenses. Process timesheets daily, drafting entries and following up as appropriate. Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providng support to attorneys outside of team assignments Provide support outside of standard working hours, including during evenings and weekends as needed. Additional duties as assigned. Corporate Tasks as required Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); File formation documents with various entities (both state and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); Retrieve documents from files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel and other types of errands. Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Two years of college or equivalent experience required. College degree or equivalent experience is preferred. Experience: Five plus years experience in a high-level administrative support position. Experience in a law firm or other professional services firm preferred. Skills: Expert organizational skills Top-notch time management skills Streamlined and polished communication style Problem-solving orientation Ownership of the role and the responsibilities Meticulous attention to detail Ability to remain calm and poised in times of high stress Additionally: Mastery of Microsoft Office suite, including ability to create PowerPoint presentations, Excel spreadsheets, and Word documents Advanced Outlook skills including the calendaring and task functions Facility with Zoom and MS Teams Ability to handle confidential and sensitive matters professionally and with discretion Ability to resolve issues quickly, effectively, and diplomatically and to make appropriate recommendations Good decision maker, strategic thinker and proven ability to manage time, people and resources in order to meet deadlines Demonstrated ability to take initiative, manage projects and handle multiple competing priorities Flexibility and ability to adapt to constantly changing priorities Project management skills/training, a plus Other Supervisory Responsibilities: None Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc. Essential Job Functions: Ability to deal with stress associated with a fast paced work environment, including handling the demands of multiple tasks on a daily basis. Ability to utilize technology, including computers and telecommunication devices. Ability to handle multiple tasks and diverse work problems on a daily basis and complete assignments within set timelines. Ability to work well as a member of a team and make judgment decisions and handle daily responsibilities with little or no supervision. Ability to adapt to changing work situations and grasp and apply new ideas. Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand and wrist dexterity associated with prolonged computer use. Ability to use independent judgment and discretion and adapt to changing work situations. Ability to effectively communicate with various personalities at all levels. Ability to work a minimum of 3 days in the office (and up to 5 days if required) as a member of the EA team that is required to provide coverage in the office 5 days a week Working Conditions: You will be required to work in the office a minimum of four days per week. You may occasionally be required to work hours in excess of your normal daily schedule. The specifics of your weekly schedule will be discussed with your direct supervisor. Pay Ranges: This represents the presently anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. This is a non-exempt position. The hourly wage range for this role is $31.50 to $38.70, with an estimated annual compensation range of $65,550 to $80,500, based on expected hours. Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/06/2025
Full time
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/06/2025
Full time
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/06/2025
Full time
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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/06/2025
Full time
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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/05/2025
Full time
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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 knowCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 Entry Level Customer Service Representatives, also known asCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/05/2025
Full time
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/05/2025
Full time
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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 knowCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 Entry Level Customer Service Representatives, also known asCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/04/2025
Full time
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 knowCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
12/03/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer 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 Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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 Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs. The Expertise and Skills You Bring As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed. Applying life safety equipment like fire extinguishers, first aid supplies, and radios. Demonstrating a composed and thoughtful attitude in high-pressure situations, while also being capable of prolonged periods of walking or standing in one place. Greeting visitors and associates, ensuring a professional appearance and demeanor while following security protocols. Facilitating access control, life safety solutions, and proactive incident management and mitigation. Delivering customer-centric experiences when interacting with visitors, vendors, associates, and customers, ensuring compliance with company standards and policies. Taking the initiative to conduct inspections, assessments, and reviews to guarantee the functionality of security and life safety equipment. Providing direct and ongoing support to associates and guests requiring accommodations or experiencing external threats impacting workspace safety. Monitoring threat intelligence and understanding how internal and external risk environments impact site security procedures. To succeed in this role, you should meet the following qualifications: A Bachelor's degree or equivalent experience is strongly preferred, though equivalent life/work experience (such as military service) will be considered. 1-3 years of prior experience in security, customer service, or hospitality. Familiarity with current security technology and systems, with basic computer proficiency. Understanding of physical security principles. Ability to build and maintain relationships in a business setting. Diligent, capable of adhering to standard operating procedures. Demonstrated ability to exercise good judgment under ambiguous circumstances. Ability to function autonomously and collaboratively within a team setting. Proficiency in common computer software and the capability to acquire knowledge of specialized programs/applications. Conducting focused patrols on foot or by vehicle within assigned areas of responsibility. Conducting regular inspections, audits, and reviews to verify the functionality of security equipment and the safety of workspaces. Applying electronic and mechanical devices to monitor, record, and report abnormal conditions. Producing accurate reports and records of activity and incidents. Note: Fidelity is not providing immigration sponsorship for this position The Team The Fidelity Security Team is a part of Global Security and Investigations (GSI) that works around the clock to keep Fidelity associates, customers, and assets safe, through security, intelligence, safety, and business continuity operations. Global Security Operations provides physical and technical security services to Fidelity associates, customers, and assets in the Boston region. Our security representatives are highly trained to respond to safety/security related concerns and monitor state-of-the art security systems. The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
12/03/2025
Full time
Job Description: The Role Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs. The Expertise and Skills You Bring As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed. Applying life safety equipment like fire extinguishers, first aid supplies, and radios. Demonstrating a composed and thoughtful attitude in high-pressure situations, while also being capable of prolonged periods of walking or standing in one place. Greeting visitors and associates, ensuring a professional appearance and demeanor while following security protocols. Facilitating access control, life safety solutions, and proactive incident management and mitigation. Delivering customer-centric experiences when interacting with visitors, vendors, associates, and customers, ensuring compliance with company standards and policies. Taking the initiative to conduct inspections, assessments, and reviews to guarantee the functionality of security and life safety equipment. Providing direct and ongoing support to associates and guests requiring accommodations or experiencing external threats impacting workspace safety. Monitoring threat intelligence and understanding how internal and external risk environments impact site security procedures. To succeed in this role, you should meet the following qualifications: A Bachelor's degree or equivalent experience is strongly preferred, though equivalent life/work experience (such as military service) will be considered. 1-3 years of prior experience in security, customer service, or hospitality. Familiarity with current security technology and systems, with basic computer proficiency. Understanding of physical security principles. Ability to build and maintain relationships in a business setting. Diligent, capable of adhering to standard operating procedures. Demonstrated ability to exercise good judgment under ambiguous circumstances. Ability to function autonomously and collaboratively within a team setting. Proficiency in common computer software and the capability to acquire knowledge of specialized programs/applications. Conducting focused patrols on foot or by vehicle within assigned areas of responsibility. Conducting regular inspections, audits, and reviews to verify the functionality of security equipment and the safety of workspaces. Applying electronic and mechanical devices to monitor, record, and report abnormal conditions. Producing accurate reports and records of activity and incidents. Note: Fidelity is not providing immigration sponsorship for this position The Team The Fidelity Security Team is a part of Global Security and Investigations (GSI) that works around the clock to keep Fidelity associates, customers, and assets safe, through security, intelligence, safety, and business continuity operations. Global Security Operations provides physical and technical security services to Fidelity associates, customers, and assets in the Boston region. Our security representatives are highly trained to respond to safety/security related concerns and monitor state-of-the art security systems. The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or fully remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Planning Strategist will primarily work with families with a net worth up to $10M, focusing on the client's base estate plan. The candidate must be able to diagram a client's base estate plan, make recommendations to simplify or improve a client's estate plan, and identify tax-efficient wealth transfer opportunities, if appropriate. This role does not prepare or draft legal documents; rather, the Estate Planning Strategist coordinates with the client's overall professional team, including external legal and tax advisors. Responsibilities include, but are not limited to: Ownership of the wealth planning for clients with up to $10M net worth. Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates - both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least one year of legal experience required to be within a law firm focusing on estate planning, practicing as a licensed attorney. At least two years' experience working in estate planning or trust and estate administration required. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
12/02/2025
Full time
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or fully remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Planning Strategist will primarily work with families with a net worth up to $10M, focusing on the client's base estate plan. The candidate must be able to diagram a client's base estate plan, make recommendations to simplify or improve a client's estate plan, and identify tax-efficient wealth transfer opportunities, if appropriate. This role does not prepare or draft legal documents; rather, the Estate Planning Strategist coordinates with the client's overall professional team, including external legal and tax advisors. Responsibilities include, but are not limited to: Ownership of the wealth planning for clients with up to $10M net worth. Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates - both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least one year of legal experience required to be within a law firm focusing on estate planning, practicing as a licensed attorney. At least two years' experience working in estate planning or trust and estate administration required. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or fully remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Planning Strategist will primarily work with families with a net worth up to $10M, focusing on the client's base estate plan. The candidate must be able to diagram a client's base estate plan, make recommendations to simplify or improve a client's estate plan, and identify tax-efficient wealth transfer opportunities, if appropriate. This role does not prepare or draft legal documents; rather, the Estate Planning Strategist coordinates with the client's overall professional team, including external legal and tax advisors. Responsibilities include, but are not limited to: Ownership of the wealth planning for clients with up to $10M net worth. Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates - both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least one year of legal experience required to be within a law firm focusing on estate planning, practicing as a licensed attorney. At least two years' experience working in estate planning or trust and estate administration required. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
12/02/2025
Full time
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or fully remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Planning Strategist will primarily work with families with a net worth up to $10M, focusing on the client's base estate plan. The candidate must be able to diagram a client's base estate plan, make recommendations to simplify or improve a client's estate plan, and identify tax-efficient wealth transfer opportunities, if appropriate. This role does not prepare or draft legal documents; rather, the Estate Planning Strategist coordinates with the client's overall professional team, including external legal and tax advisors. Responsibilities include, but are not limited to: Ownership of the wealth planning for clients with up to $10M net worth. Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates - both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least one year of legal experience required to be within a law firm focusing on estate planning, practicing as a licensed attorney. At least two years' experience working in estate planning or trust and estate administration required. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
Audit Senior - Assurance and Advisory Services - Remote - Home Based / Hybrid Schedule Avaialble Well established, highly profitable regional CPA firm seeks an Audit Senior to specialize in exciting, diverse audit and assurance engagements. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half, large potential bonuses, and a 5% employer contribution to your 401K program. We offer a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. Responsibilities Performing audit or review procedures, or assisting in other projects, as assigned Understanding the client's business and industry and accounting and control systems Assessing risks and evaluating the client's internal control structure Performing and documenting analytical procedures, substantive tests, and tests of controls to identify and resolve accounting or reporting issues Reviewing or drafting of financial statements and other client deliverables Directing, training, supervising and reviewing the work performed by staff and experienced staff auditors Building and maintaining good client relationships Being actively involved all phases of a client engagement, from planning to issuance Demonstrating proficiency in technical skills, work quality, and application of professional and firm standards Qualifications Bachelor's degree in accounting or related field At least two years of experience in public accounting Holds a current and valid CPA's license, or is working toward obtaining the license by taking and passing the applicable state CPA exam Ability to travel to assigned client locations Possess thorough knowledge of Generally Accepted Accounting Principles in the United States, United States Generally Accepted Auditing Standards, and the Public Company Accounting Oversight Board standards
12/01/2025
Full time
Audit Senior - Assurance and Advisory Services - Remote - Home Based / Hybrid Schedule Avaialble Well established, highly profitable regional CPA firm seeks an Audit Senior to specialize in exciting, diverse audit and assurance engagements. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half, large potential bonuses, and a 5% employer contribution to your 401K program. We offer a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. Responsibilities Performing audit or review procedures, or assisting in other projects, as assigned Understanding the client's business and industry and accounting and control systems Assessing risks and evaluating the client's internal control structure Performing and documenting analytical procedures, substantive tests, and tests of controls to identify and resolve accounting or reporting issues Reviewing or drafting of financial statements and other client deliverables Directing, training, supervising and reviewing the work performed by staff and experienced staff auditors Building and maintaining good client relationships Being actively involved all phases of a client engagement, from planning to issuance Demonstrating proficiency in technical skills, work quality, and application of professional and firm standards Qualifications Bachelor's degree in accounting or related field At least two years of experience in public accounting Holds a current and valid CPA's license, or is working toward obtaining the license by taking and passing the applicable state CPA exam Ability to travel to assigned client locations Possess thorough knowledge of Generally Accepted Accounting Principles in the United States, United States Generally Accepted Auditing Standards, and the Public Company Accounting Oversight Board standards
