LOCATION: New York, NY JOBS - Fidelity Investments

401K Relationship Manager- Emerging Market New York, NY

for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback aRead More

Financial Consultant – Wall St., NY, NY New York, NY

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

Investment Consultant – Upper East Side, NY, NY New York, NY

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 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 You will develop financial plans customized to the needs of Fidelity’s mass affluent inveRead More

Brokerage, Trading, and Securities Lending Attorney New York, NY

G”). FCM is the institutional trading arm of Fidelity Investments and provides trading products and services to buy-side institutions, hedge funds, and Fidelity's own business channels. FCM offers electronic brokerage products and execution services across multiple asset classes (equities, fixed income, options, and FOREX), as well prime brokerage services, securities lending, and brokered CD undeRead More

VP, Emerging Interfaces Research New York, NY

nd provide support and mentorship to FCAT and the broader Fidelity community. We expect the researcher to demonstrate thought leadership by regularly producing written reports and giving presentations, working on proofs of concepts with peers in FCAT, generating new ideas for new applications and services, and cultivating relationships with key industry players and potential partners working outsiRead More

VP, Executive Planning Consultant - Greater NY/NJ Region New York, NY

s in role is strongly encouraged 10 years minimum of experience with face-to-face investment sales and financial planning Validated sales experience in the Financial Services industry Experience working with senior-level executives and employee benefit plans A consistent track record in generating sales and handling relationships with high net worth clients Demonstrated experience understandiRead More