Personal Investing Licensed Professional (MW)

Job Description:

Sales & Wealth Planning

Financial planning at Fidelity? People-focused. Collaborative. Driven. Just like you. Whether it’s personal needs-based investment guidance, wealth management, retirement planning, income strategies or college planning services, you’ll have a full range of products, solutions and support needed to provide the best customer experience.

The impact you can deliver:

• Provide consultative investment and financial planning guidance
• Manage high-net-worth client accounts and account teams
• Act as a liaison between the customers and Fidelity to drive customer satisfaction

Asset Management

Investing is a fast-paced, resource-rich environment where we always do what’s best for our customers. From fund management to compliance and risk oversight, your work will help clients achieve their investment goals.

Some of the guidance you’ll provide:

• Investment research
• Portfolio management
• Trading
• In-depth reporting and analysis

Customer Service

When it comes to supporting our customers, it’s all about building relationships. Connecting with customers, listening, and acting with empathy as you work to understand their long-term goals. You’ll make an impact on their financial futures each and every day, with the support and resources of one of the world’s largest financial firms.

Certifications:

Series 07 - FINRA

Category:

Customer Service, Relationship Management, 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.