Full-Time

Vice President

Branch Leader

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Compensation Overview

$115k - $200k/yr

+ Bonus + Variable Compensation

Senior, Expert

Company Historically Provides H1B Sponsorship

Lynnwood, WA, USA

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

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Management
Customer Service
Requirements
  • At least five years in financial sales role
  • Three or more years of management within a financial services environment
  • Active Series 9/10, 7 and 66 licenses
Responsibilities
  • Drive business opportunities by building a strong sales and service team
  • Educate the local market and drive national initiatives
  • Grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
Desired Qualifications
  • All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
  • A contagious enthusiasm for hiring, mentoring and developing new branch associates
  • Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
  • Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
  • Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily quotes for major stock indices directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Additionally, features like the Watch List Visualization for iPad allow users to track stock price changes over time 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 company's goal is to empower users with the information and tools they need to make informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$125.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Fidelity's crypto trading service could increase accessibility and trust in digital assets.
  • Mobile solutions like Fidelity's Windows Phone 8 app cater to tech-savvy investors.
  • Partnerships like the 4.01K event promote financial literacy and community engagement.

What critics are saying

  • Crypto trading service may face regulatory scrutiny and compliance challenges.
  • Fee-free Crypto IRAs could lead to increased competition in retirement investments.
  • Municipal bond ETFs may underperform due to current market downturn.

What makes Fidelity Investments unique

  • Fidelity integrates mobile and wearable tech with products like Market Monitor for Glass.
  • Fee-free Crypto IRAs position Fidelity as a leader in crypto-integrated retirement solutions.
  • Fidelity's municipal bond ETFs diversify fixed income options amid market volatility.

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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

U.S. Securities and Exchange Commission
Apr 29th, 2025
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Elif Ergün Photography
Apr 19th, 2025
Fidelity to launch crypto trading within weeks, report says

On Monday, Bloombergreported that finance services behemoth Fidelity Investments will launch a cryptocurrency trading service "within a few weeks."

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Apr 16th, 2025
HomeFirst raises Rs 1.2k cr through QIP - Times of India

India-Business News: MUMBAI: HomeFirst Finance has raised Rs 1,250 crore through a qualified institutional placement, issuing 1.28 crore equity shares at Rs. 970 each, a 4.

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