Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Wealth Planner
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
Financial Consultant
Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
SAP Functional Analyst – Logistic
We are seeking a SAP Functional Analyst – Logistics that is responsible for the design, implementation, and support of SAP logistics modules, including Material Management, Sales and Distribution, Production Planning, and Warehouse Management. This role involves working closely with business stakeholders and translating their requirements into SAP solutions.
Regional Planning Consultant
Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling.
High Net Worth Service Associate
As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
Financial Consultant
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm’s brand.
Sourcing Analyst
The Sourcing Analyst is responsible for following the company’s sourcing policies and qualifying alternative suppliers, negotiating price, maintaining good relationships with suppliers, and working on cost down projects.
Financial Reporting Analyst
This position will provide a multitude of services such as performing a variety of complex bookkeeping, accounting, and tasks. The Financial Reporting Analyst will be expected to apply US GAAP to the preparation and compilation of financial statements, completeness of monthly transactions, coordination with audit activities, and contribution to company’s compliances of Sarbanes Oxley.
Accounting Manager
The Accounting Manager is a key leader of the Finance & Accounting department, bringing experience in managing a public company’s SEC/External reporting function. The manager is also responsible for managing all financial reports that support the statutory requirements of external consolidated financial statements as well as internal planning.