Personal Investing Licensed Professional (MW)

Fidelity Investments • Westlake, TX

4d • Hybrid

About The Position

Financial planning at Fidelity? People-focused. Collaborative. Driven. Just like you. Whether it’s personal needs-based investment guidance, wealth management, retirement planning, income strategies or college planning services, you’ll have a full range of products, solutions and support needed to provide the best customer experience. The impact you can deliver: Provide consultative investment and financial planning guidance Manage high-net-worth client accounts and account teams Act as a liaison between the customers and Fidelity to drive customer satisfaction Asset Management Investing is a fast-paced, resource-rich environment where we always do what’s best for our customers. From fund management to compliance and risk oversight, your work will help clients achieve their investment goals. Some of the guidance you’ll provide: Investment research Portfolio management Trading In-depth reporting and analysis Customer Service When it comes to supporting our customers, it’s all about building relationships. Connecting with customers, listening, and acting with empathy as you work to understand their long-term goals. You’ll make an impact on their financial futures each and every day, with the support and resources of one of the world’s largest financial firms. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy

Requirements

• Series 07 - FINRA
• Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
• Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Responsibilities

• Provide consultative investment and financial planning guidance
• Manage high-net-worth client accounts and account teams
• Act as a liaison between the customers and Fidelity to drive customer satisfaction
• Investment research
• Portfolio management
• Trading
• In-depth reporting and analysis

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed