Qureos Mentor

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Note: Fidelity will not provide immigration sponsorship for this position</b></p><p>
The Director is responsible for all financial elements within the end-to-end lifecycle of sales deals and pricing negotiations in the Registered Investment Advisor (RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Institutional (FI) business. This process typically includes in-depth financial analysis to evaluate deal profitability, engagement with FI senior management for deal escalations, and significant interaction with the Sales and Relationship Management (RM / RMD) organization. The role also engages with business partners across FI on key initiatives including new pricing constructs and product solutions to drive revenue growth. The Director will work for the VP of Finance, Custody Pricing</p><p>
In addition to the above, the Director will drive a programmatic shift in workload (e.g. automate margin requests, drive transparency to the RMD / RM business community on all aspects of pricing). The goal will be to leverage capacity from automation to win in the space &ndash; help drive artificial intelligence / predictive analytics, discover MA opportunities (aggregators), better support Clients in Common, / hybrid models, deliver a process for lookback analysis / handoffs, design automated dashboards w Client Analytics team, redefine rack rates on margin, and work on pricing architecture for the future of the Custody space.</p><p>
The <b>Expertise</b> We&rsquo;re Looking For</p><ul><li>
Strong MS Excel financial modeling skills and the ability to work with large amounts of data; experience with Business Objects or other database tools a plus</li><li>
Understanding of valuation concepts including NPV, IRR, and Return on Invested Capital</li><li>
Familiarity with the financial advisory business model</li><li>
Understanding of the products and services involved in the brokerage business, including deep knowledge of mutual funds and the associated economics</li><li>
A Bachelor's degree in Finance, Accounting, Economics or equivalent training</li><li>
8 years of financial analysis work experience</li></ul><p>
The <b>Purpose</b> of Your Role</p><p>
This role supports the pricing efforts of the competitive and evolving RIA and FFOS market segments. Analysts work closely with Relationship Management, Sales, Product, and Platform specialists to develop and evaluate various pricing strategies and value business opportunities. Primary activities include valuing prospects, formulating pricing strategies, translating that strategy to a financial model/forecast, drafting pricing documentation, and effectively articulating the analysis and resulting strategy to senior finance and business management. As a senior analyst, this position will lead large complex deals, act as a leader within the group, become a subject matter expert in an evolving market place, and bring experience and thought leadership to the group and the group&rsquo;s business partners.</p><p>
The <b>Skills</b> You Bring</p><ul><li>
Confidence, business maturity, and presence to work independently and drive sales and RM client opportunities to completion through the creation of timely and accurate financial analysis to aid senior leaders in decision making</li><li>
Outstanding critical thinking, problem solving, and analytical skills, including the ability to broadly apply financial and accounting principles to a variety of standard and ad-hoc analysis and to quickly learn multiple financial data and reporting systems and navigate them simultaneously</li><li>
Strong interpersonal skills to effectively and confidently communicate findings and influence senior decision makers</li><li>
Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity</li><li>
The ability to independently construct a business case</li></ul><p>
The <b>Value</b> You Deliver</p><ul><li>
The delivery of timely, accurate, and decision-ready financial information to our business partners</li><li>
The ability to go above and beyond the base level of analysis to deliver pricing strategy and guidance to our sales and relationship management partners</li><li>
The ability to take complex topics and explain the key points to technical and non-technical audiences</li></ul><p>
The Team</p><p>
Fidelity Institutional provides a robust platform through which our financial intermediary clients and their financial advisors can operate their businesses, including the ability to enter and execute trades, research and monitor the markets, and offer a full suite of wealth management products to end customers including managed accounts, financial planning, data aggregation and performance reporting.</p><p>
Fidelity&rsquo;s Onsite Working Model<br>
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.</p>
The base salary range for this position is $110,000-$222,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
</p><p>We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Please be advised that Fidelity&rsquo;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.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Finance</div>

Director Custody Pricing – FI Finance

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Software Engineer - FAAP Team</b></p><p><b>
Note: Fidelity will not provide immigration sponsorship for this position
</b></p><p>The FI Data Solutions team is looking for a highly motivated Software Engineer to join the FI AI and Analytics Platform (FAAP) team. This role is ideal for engineers with a strong foundation in software development who are eager to grow their skills in cloud-native systems, data platforms, and AI/ML infrastructure.</p><p>
As a member of the FAAP team, you will help build and maintain a platform that enables scalable AI and analytics solutions across the organization. You will work closely with product owners, architects, and other engineers to design, build, test, and deploy platform capabilities that power data-driven and machine learning use cases.</p><p><b>
Education and Experience</b></p><ul><li>
Bachelor&rsquo;s degree in Computer Science, Engineering, or related field (or equivalent experience)</li><li>
3 plus years of software engineering or platform engineering experience</li><li>
Hands-on experience with Python and modern software development practices</li><li>
Exposure to cloud platforms, preferably AWS</li><li>
Experience with containerization (Docker) and source control systems (Git)</li><li>
Familiarity with Linux environments and shell scripting</li></ul><p>
Nice to Have:</p><ul><li>
Basic knowledge of Java (ability to work with an existing codebase)</li><li>
Exposure to Kubernetes or container orchestration platforms</li><li>
Familiarity with infrastructure-as-code tools such as Terraform</li><li>
Experience with CI/CD tools (Jenkins or similar)</li><li>
Awareness of data processing or machine learning workflows</li></ul><p><b>
The Expertise You Have:</b></p><ul><li>
Solid understanding of programming fundamentals, object-oriented design, and software development best practices</li><li>
Experience writing clean, testable code (unit testing, mocking frameworks such as Pytest or unittest)</li><li>
Familiarity with REST APIs and service-based architectures (e.g., FastAPI or similar frameworks)</li><li>
Basic understanding of AWS services such as S3, IAM, Lambda, or container-based workloads</li><li>
Understanding of Git workflows including branching strategies and pull requests</li><li>
Exposure to build and deployment automation concepts</li></ul><p><b>
The Value You Deliver:</b></p><ul><li>
Contribute to the design, development, testing, and deployment of platform features and services</li><li>
Build and maintain reliable, scalable components within the FAAP ecosystem</li><li>
Participate in code reviews and follow engineering standards, best practices, and team conventions</li><li>
Support CI/CD pipelines, deployment automation, and infrastructure provisioning efforts</li><li>
Troubleshoot and resolve issues in development and production environments with attention to detail</li><li>
Collaborate with cross-functional teams including product, architecture, and other engineering squads</li><li>
Continuously learn and adopt new tools and technologies within the AI/ML and cloud platform space</li></ul><p>
The FI AI and Analytics Platform (FAAP) team builds and supports a cloud-native platform that enables the development and deployment of AI, machine learning, and advanced analytics solutions at scale. The team focuses on providing reusable capabilities, standardized tooling, and efficient workflows that accelerate innovation across Fidelity.</p><p>
You will work in a collaborative, fast-paced environment that emphasizes learning, ownership, and continuous improvement, while contributing to impactful solutions used across the enterprise.</p><p>
Fidelity&rsquo;s Onsite Working Model<br>
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.</p><h3 class="jobSectionHeader"><b><br>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Information Technology<p>
Please be advised that Fidelity&rsquo;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.</p></div>

Software Engineer

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Financial Consultant</b>
</p></div><div></div><div><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
</p></div><div></div><div><p><b>The Purpose of Your Role</b>
</p></div><div><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
</p></div><div></div><div><p><b>The Expertise We&rsquo;re Looking For</b>
</p></div><div><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions
</p></li></ul></div><div><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
</p></li></ul></div><div><ul><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
</p></li></ul></div><div><ul><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
</p></li></ul></div><div></div><div><p><b>The Skills You Bring</b>
</p></div><div><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
</p></li></ul></div><div><ul><li><p>Being coachable, collaborative, and curious are your &quot;go to&quot; attributes
</p></li></ul></div><div><ul><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive
</p></li></ul></div><div><ul><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations
</p></li></ul></div><div><ul><li><p>Extensive knowledge of investment solutions
</p></li></ul></div></div><div></div><div><div><p>Note: Fidelity is not providing immigration sponsorship for this position
</p></div><div></div><div><p><b>Our Investments in You</b>
</p></div><div><p>Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
</p></div><div></div><div><p><b>The Value You Deliver</b>
</p></div><div><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
</p></li></ul></div><div><ul><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
</p></li></ul></div><div><ul><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
</p></li></ul></div><div><ul><li><p>You have a steadfast commitment to your clients while making a positive impact in the community
</p></li></ul></div></div><div></div>The base salary range for this position is $60,000 - $75,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.<br>
</p><p><br>
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Please be advised that Fidelity&rsquo;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.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales</div>

Financial Consultant - San Diego, CA

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Note: Fidelity will not provide immigration sponsorship for this position</b></p><p><b>
The Role</b></p><p>
The Director, Secrets Management &amp; Non‑Interactive Access leads the enterprise program and platform for centralized secrets management and machine-to-machine (non‑interactive) authentication. This technical leadership role owns the HashiCorp Vault platform to support diverse runtime environments. The role combines people leadership, product ownership, and deep hands‑on technical expertise in HashiCorp Vault to deliver secure-by-default experiences for developers and platform teams while meeting regulatory and audit requirements.</p><p>
The key responsibilities of the role are:</p><ul><li><p>
Lead and develop engineering and product teams delivering enterprise secrets management.</p></li><li><p>
Own the enterprise platform, roadmap, delivery, resiliency.</p></li><li><p>
Establish clear operating rhythms (standups, planning, retrospectives) and an inclusive, learning culture.</p></li><li><p>
Enable auto‑vaulting pipelines; build scalable onboarding and discovery patterns.</p></li><li><p>
Ensure platform hardening, compliance, audit evidence, DR/IR readiness, and continuous risk reduction.</p></li><li><p>
Design secure multi‑tenant patterns (AppRole, Kubernetes auth, OIDC/JWT, AWS IAM, Azure MSI) with least privilege and short‑lived credentials.</p></li><li><p>
Enable dynamic/ephemeral secrets (Database, PKI, SSH, Cloud) and cryptographic services (Transit, Transform) with policy-as-code (Sentinel).</p></li><li><p>
Harden the platform (CIS benchmarks where applicable), implement automated configuration and upgrades using Infrastructure as Code (Terraform).</p></li><li><p>
Implement auto‑vaulting pipelines and secret discovery to onboard applications at scale with paved paths and reference implementations.</p></li><li><p>
Federate/cascade secrets from Vault to other vaults and cloud stores (Azure Key Vault, AWS Secrets Manager, and others) with lifecycle governance.</p></li><li><p>
Provide self‑service APIs/CLIs/agents (Vault Agent/Injector) and SDKs; integrate with CI/CD, containers, and serverless platforms.</p></li><li><p>
Partner with application, cloud, and data platform teams to remove hard-coded secrets and migrate legacy secret stores.</p></li></ul><p><b>
The Expertise and Skills You Bring</b></p><ul><li><p>
Bachelor&rsquo;s degree in Computer Science, Information Security, Engineering, or related field (Master&rsquo;s preferred).</p></li><li><p>
Required: 3+ years direct people leadership experience, including hiring, coaching, performance management, and career development.</p></li><li><p>
Required: Hands‑on engineering experience implementing and operating HashiCorp Vault Enterprise in production.</p></li><li><p>
Required: Expertise with Vault core components</p></li><li><p>
Required: Experience with Terraform/IaC, policy‑as‑code, and operational automation.</p></li><li><p>
Experience integrating secrets with Azure Key Vault, AWS Secrets Manager, or similar.</p></li><li><p>
Strong communication, stakeholder influence, and product delivery skills.</p></li></ul><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Information Technology<p>
Please be advised that Fidelity&rsquo;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.</p></div>

Director, Secrets Management & Non‑Interactive Access

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><h3 class="jobSectionHeader"><b>
The Role</b></h3><p>
We are looking for a dynamic leader to help drive and optimize our resiliency capabilities within the Technology Resiliency &amp; Recovery (TRR) function. As the Director of Resiliency Operations, you will be responsible for leading the facilitation of BU-level resiliency, results gathering, analysis, and reporting of results to applicable management teams. This role will engage key business operations and/or technology stakeholders to discuss current and emerging risk exposures, articulate the need and options to remediate gaps, and drive the overall TRR Program forward through a continuous improvement cycle to meet Fidelity business goals, objectives, and applicable compliance and audit mandates.
</p><p>Key responsibilities include:</p><ul><li>
Leading day-to-day management of TRR testing execution and results, plan creation and maintenance</li><li>
Partner with FSC and BUs on DR &lsquo;failures&rsquo; (testing or incident) to derive actionable plans for mitigation</li><li>
Partnering with business units, Product Owners, and Business Continuity teams to align Critical Business Services (CBS) to applications and processes</li><li>
Partner with product teams to resolve IT dependency mapping, documenting inconsistencies and associated risks</li><li>
Have foundational technology experience (e.g., systems, cloud technologies, networking, security, storage)</li><li>
Exhibits executive presence. Communicates clearly, concisely and impactfully to influence others; tailoring messaging to the audience.</li><li>
Solve complicated problems, demonstrate confidence with unanticipated situations, and the ability to help find innovative ways to mitigate risk using advanced analytical and critical thinking skills.</li><li>
Participating in incident response and recovery activities, including on‑call and off‑hours support</li></ul><h3 class="jobSectionHeader"><b>
The Expertise and Skills You Bring</b></h3><ul><li>
10-15 years demonstrated ability &amp; familiarity with a range of technology platforms &amp; environments such as cloud services, open/distributed systems, and mainframe.</li><li>
Experience collaborating across business units and products including third parties to analyze and test response capabilities.
</li><li>You understand the interaction across the technology stack from an application, middleware, database, server, router, network, and storage devices.
</li><li>Familiarity with data replication technologies and methods as well as cloud and hybrid cloud configurations and solutions.
</li><li>Experience in Disaster Recovery, Business Continuity or Risk related programs</li><li>
Functional knowledge and experience with emergency response and crisis management (preferred).</li><li>
Mentors Junior members of the team and experience building knowledge management.</li><li>
Bachelor&rsquo;s or Master&rsquo;s Degree in Computer Information Systems, Engineering, Data Analytics or Risk Management Discipline.</li></ul><h3 class="jobSectionHeader"><b>
The Team</b></h3><p>
The Technology Resiliency and Recovery team is part of the Corporate Risk organization. The team provides strategic oversight, development, and execution of Fidelity&rsquo;s technology resiliency program, ensuring critical business operations can continue through technology disruptions by identifying, managing, and mitigating technology risk.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Risk<p>
Please be advised that Fidelity&rsquo;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.</p></div>

Director, Resiliency Operations

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><h3 class="jobSectionHeader"><b>
Note: Fidelity will not provide immigration sponsorship for this position.</b></h3><h3 class="jobSectionHeader"><b>
The Role</b></h3><p>
We are looking for a Principal React and Python Developer with CI/CD experience to join us!</p><p>
As a Principal Full Stack Engineer, you will play a key role in designing and delivering modern web applications and the automation pipelines that ship them. You will be encouraged to gain understanding of all the components of our technology stack including Azure, databases, and related enterprise platforms and will work closely with the members of your team to deliver solutions. You will bridge traditional application development with modern platform-based solutions and take ownership of designing and implementing CI/CD processes . You will also be expected to provide guidance and mentoring to other Developers.</p><h3 class="jobSectionHeader"><b>
The Expertise and Skills You Bring</b></h3><ul><li>Full stack software engineering 8 plus years of experience; with a focus in financial services applications is a plus</li><li>BS/BA Degree or equivalent experience required</li><li>Strong hands-on experience developing and maintaining web applications using React (frontend) and Python (backend)</li><li>Demonstrated experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</li><li>Shown leadership skills in driving the workforce and guiding/mentoring junior developers</li><li>Experience collaborating in a team environment to develop, deploy, and support key applications and features</li><li>A proven understanding of the Agile software development methodology</li><li>Extensive experience decomposing sophisticated business problems into creative, efficient, and scalable solutions</li><li>Relevant knowledge of modern application architecture patterns and emerging technologies</li><li>Proficiency with server-side/mid-tier languages, frameworks, libraries, and related technologies: Python, .NET, .NET MVC and microsoft frameworks</li><li>Client-side language, library, and framework proficiency: React a plus, JavaScript/TypeScript, Node, NPM, HTML/CSS, SPFx</li><li>Solid understanding of CI/CD concepts and tools, including build pipelines, automation, and version control</li><li>Demonstrated ability to establish and manage CI/CD pipelines for both traditional applications (React/Python)</li><li>Experience collaborating with cross-functional teams working on Azure, Microsoft Fabric, and related cloud services</li><li>Proven ability to create automation scripts and tooling to streamline deployments and workflows</li><li>Experience defining best practices for version control, release management, and DevOps in hybrid environments</li><li>Demonstrated experience communicating technical needs and capabilities to both technical and non-technical team members</li><li>Comfort working across both traditional codebases and platform-based solutions</li></ul><p>
Your experience with the following will be a plus:</p><ul><li>AI integration experience</li><li>Working knowledge of Azure</li><li>Azure DevOps or GitHub Actions</li><li>Exposure to data platforms or analytics tools, especially within Microsoft Fabric</li><li>Familiarity with broader DevOps practices and deployment automation.</li></ul><h3 class="jobSectionHeader"><b>
The Team</b></h3><p>
Our team designs, develops, implements, and supports a broad and diverse technology stack, spanning modern web applications, enterprise platforms, and cloud services. We are focused on delivering innovative solutions that meet customer needs, with a strong commitment to continuous improvement and innovation.</p><p>
This group leverages a range of technologies to build powerful tools and deliver exceptional user experiences, primarily across the Microsoft ecosystem, including power platform Azure, Microsoft Fabric, and related platforms.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Information Technology<p>
Please be advised that Fidelity&rsquo;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.</p></div>

Principal Full Stack Software Engineer

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p><b>
The Purpose of Your Role</b></p><p>
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity&lsquo;s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li><p>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</p></li><li><p>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client&rsquo;s time, as well as plan for post-appointment follow-up</p></li><li><p>
Growing relationships through proactive outreach, you seek to understand clients&rsquo; goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>
Degree and/or other professional certifications such as a CFP are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><p><b>
The Skills You Bring</b></p><ul><li><p>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><p><b>
Our Investments in You</b></p><p>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><p><b>
The Value You Deliver</b></p><p>
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity&rsquo;s planning and guidance tools, presenting and implementing solutions that best meet the client&rsquo;s needs, you will have a lasting impact on the client&rsquo;s financial future.<br>
<br>
Please note this role requires in-person attendance in the assigned Branch location.</p><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<p>
Please be advised that Fidelity&rsquo;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.</p></div>

Investment Consultant - Fairlawn, OH

Join Fidelity Investments and explore 7   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.