LOCATION: Los Angeles, CA JOBS - Fidelity Investments

Managing Director Los Angeles, CA

elevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise You Have College degree preferred or equivalent work-related experience. Series 7 & 63 required. 5+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. The Skills You Bring Your retRead More

Estate Planning Specialist - Scottsdale, AZ or Los Angeles, CA Los Angeles, CA

The Team The Estate Planning Specialist (EPS) is the primary resource for trust and estate planning guidance and services at Fidelity Investments. The EPS partners with Fidelity’s Financial Consultants providing estate planning guidance and education to Fidelity’s High Net Worth (HNW) customers. For example, the EPS, via in-person and phone consultations, will help customers: (1) identify their Read More

Communication Consultant- Retirement Services Los Angeles, CA

evenue for Fidelity by offering cost effective, digital solutions that engage participants. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, participants and Fidelity’s vendors The Expertise You Have BA/BS Required Experience in employee benefitRead More

Financial Consultant - Century City, CA Los Angeles, CA

tirement planning strategies The Expertise We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support yoRead More

Director, Relationship Manager- Retirement Services Los Angeles, CA

for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise You Have College degree preferred or equivalent work-related experience. Series 7 & 63 required. 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. The Skills You Bring Your retirement plan record keeping and admRead More

VP, Advisor Concierge- Relationship Management Los Angeles, CA

will provide day-to-day support of an advisor book of business. 1.) You will be entrusted with a Book of Business of key advisor teams; approximately 20 advisor relationships. You will be responsible for understanding the advisor’s holistic relationship with Fidelity, across all segments and platforms. Activities include Book of Business reviews, problem resolution, point of escalation, project mRead More

Vice President, Equity Compensation Relationship Manager Los Angeles, CA

on of relevant issues. You will ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise You Have College degree preferred or equivalent work-related experience. Your ability to obtain Series 7 & 63/65 within the first three months of employment. You would bring 10+ years of Relationship Management or Client Service experRead More

Charitable Planning Consultant Los Angeles, CA

aritable is often the first call for all things philanthropic. A Fundraiser is often the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the United States and an integral provider of philanthropic services and planning, Fidelity Charitable is in the unique position to enhance the personal philanthropic aspirations of the firRead More