Full-Time

Financial Consultant

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

No salary listed

Mid

Company Historically Provides H1B Sponsorship

Princeton, NJ, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs and recommending solutions
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Extensive knowledge of investment solutions
Responsibilities
  • Engage face-to-face with customers, offering guidance and personalized planning
  • Nurture relationships with an existing client base
  • Support clients by providing comprehensive investment solutions and retirement plans
  • Mentor and support customers as they look to reach their retirement goals
Desired Qualifications
  • Degree and/or other professional certifications are helpful
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations

Fidelity Investments offers a range of financial services and products designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and tools that provide users with real-time market data, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Users can also utilize features like the Watch List Visualization on iPad to track stock price changes and compare different stocks visually. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the tools and information they need to make informed financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$123.7B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in AI tools could boost Fidelity's tech-driven investment solutions.
  • Partnership with Kaiser Permanente opens opportunities in corporate benefits sector.
  • Growing data lakehouse trend offers potential for enhanced data analytics at Fidelity.

What critics are saying

  • AI startup growth may increase competition in AI-driven financial services.
  • Talent drain risk as key personnel move to competitors like Aviva Investors.
  • Challenges in capturing cryptocurrency market share amid significant outflows from competitors.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative tech solutions like Market Monitor for Google Glass.
  • Fidelity's partnership with Kaiser Permanente enhances its corporate retirement plan services.
  • Fidelity's diverse app ecosystem supports multiple platforms, including Windows Phone and iPad.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

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AI startup Anthropic has raised $3.5 billion in a Series E at a $61.5 billion post-money valuation, led by Lightspeed Venture Partners.

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The Retirement Group
Feb 10th, 2025
Kaiser Permanente Partnering with Fidelity for Retirement Plans Will Benefit Kaiser Employees

In order to streamline administration and leverage best-in-class tools for its workforce, Kaiser Permanente partners with Fidelity Investments as the recordkeeper for certain retirement plans, including 401(k), 401(a), and 403(b) plans.

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Portfolio Adviser
Jan 9th, 2025
Aviva Investors appoints head of fixed income research

Aviva Investors has appointed Fidelity's Gita Bal (pictured) as head of fixed income research, a newly-created role for the firm.