LOCATION: California JOBS - Fidelity Investments

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VP, Workplace Regional Sales Manager - San Francisco, CA San Francisco, CA

The Workplace VP, Regional Manager Role, part of Fidelity’s Personal & Workplace Investments Organization, leads a team of TEM Director, Retirement Planner’s and Retirement Planner’s. As a Regional Manager you will lead, develop and coach a team who engages participant level guidance in an effort to drive Workplace and Retail sales opportunities within the Tax Exempt Market. The Expertise We’re LRead More

Senior Investment Analyst San Francisco, CA

Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you have experience building client relationships, following market trends and executing trades? Join us in this client-facing role that is critical to the success of the Fidelity Family Office Services (FFOS) business as we help clients fulfill their investment needs. The Investment Analyst wilRead More

Vice President, Equity Compensation Relationship Manager San Diego, CA

In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptioRead More

Vice President, Equity Compensation Relationship Manager San Francisco, CA

In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptioRead More

Vice President, Equity Compensation Relationship Manager Los Angeles, CA

In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptioRead More

Investment Consultant - San Francisco, CA San Francisco, CA

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. TRead More

Charitable Planning Consultant Los Angeles, CA

Engage with advisors to increase the knowledge around efficient and effective charitable vehicles to grow the great tradition of American philanthropy. Form relationships with advisors to become their first call in philanthropy. Join the largest provider of efficient charitable vehicles in the United States to help grow charitable giving. The Team The Fundraising organization within Fidelity ChaRead More

Financial Consultant - Pasadena, CA Pasadena, CA

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. 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 retRead More

Financial Consultant Program - Relationship Manager - Campbell, CA San Jose, CA

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You wilRead More

Financial Consultant - Palo Alto, CA Palo Alto, CA

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. 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 retRead More

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