Specialty: Investment Support
The Advanced Planning, Estate Planning Specialist (EPS) is the primary resource for trust and estate planning guidance and education for customers working with advisors in Fidelity investor and regional centers. The EPS partners with advisors to provide Fidelity’s High Net Worth customers with estate planning guidance and education, and related financial planning education and guidance. The EPS heRead More

Specialty: Investment Support
The Advanced Planning, 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) identiRead More

Specialty: Investment Support
ESTATE PLANNING SPECIALIST – SF Bay Area (Peninsula branches) As an Estate Planning Specialist (EPS), you are the primary resource for trust and estate planning services at Fidelity Investments. As a member of a national team, you will partner with Fidelity Financial Consultants to lead estate planning discussions with Fidelity’s High Net Worth customers. You will assist Financial Consultants andRead More

Specialty: Investment Support
Quant Services provides analytic solutions and data management services to clients in quantitative research, portfolio management, and senior leadership roles across Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with the subject areas of multi-factor model risk forecasting, quantitative alpRead More

Specialty: Investment Support
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 estate plaRead More

Specialty: Investment Support
The Investment Custody Representative I, reporting to the Middle Office Senior Manager, is responsible for responding to customer securities settlement inquiries via the phone and email, and manual trade processing in the accounting system. The Expertise We’re Looking For 1-3 years of Financial services industry experience Bachelor's degree preferred, but not required The Purpose of Your Role ARead More

Specialty: Investment Support
Quantitative Research Services provides analytic solutions and data management services to clients in quantitative research, portfolio management, and senior leadership roles across the Equity, High Income, and Multi Asset Class divisions of Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated witRead More