Qureos Mentor

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
The Role</b></p><p>
The Fidelity Institutional (FI) Market Intelligence &amp; Commercialization team is looking for a<b> Research Associate </b>who will become a contributing member of a small team crafting research that advises all aspects of our distribution, wealth and advisor technology businesses, from product development to enhancing the client experience. Your primary business partners in this role will be Sales, Relationship Management, Client Experience, and Product &amp; Practice Consulting as our research helps FI understand and adapt to the evolving wealth and competitive landscape and the changing business needs of our clients.</p><p><b>
The Expertise and Skills You Bring</b></p><ul><li><p>
1-5 years proven experience in financial services - ideally in research, consulting, or business strategy. Experience in asset management, intermediary or institutional markets a plus</p></li><li><p>
Ability to perform financial analysis for the purpose of understanding how a firm&rsquo;s strategy can be reflected in or driven by their financial health</p></li><li><p>
Familiar with various market, competitor, and client research techniques and industry data sources used to advise strategic decisions</p></li><li><p>
Strong ability to distill industry data from a variety of sources into concise and insightful intelligence to answer the question 'what does this mean for our business?'</p></li><li><p>
Organizational proficiency and a proactive, creative, and collaborative approach to solving strategic business issues</p></li><li><p>
Positive relationship building skills and ability to work horizontally and vertically within the organization</p></li><li><p>
Executive communication skills and ability to craft compelling presentations at both a peer and executive level</p></li><li><p>
Note: Fidelity is not providing immigration sponsorship for this position.</p></li></ul><p><b>
The Team
</b></p><p></p><p>The FI Market Intelligence &amp; Commercialization team systematically captures, analyzes and interprets information about FI&rsquo;s external business environment (e.g. traditional and emerging wealth tech competitors) to inform strategy and decision making. We connect the dots across our competitors, clients and internal strategy to help enable our partners' success. Our research helps Fidelity Institutional understand and adapt to the evolving wealth tech competitive landscape and the changing business needs of our clients. Join a team that participates in discussions that advise the development of new capabilities and improve our clients&rsquo; experience.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Marketing<p>
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.</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></div>

Research Associate

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
The Role</b></p><p>
The Senior Financial Analyst role provides an exciting opportunity to grasp the financial services industry. The analyst will use latest tools and technology to deliver insightful analytics to the senior team to aid decision-making. This role also provides a unique opportunity to have a meaningful impact on the finance function through innovative thinking and providing recommendations on improvements of internal tools and finance processes. You will partner closely with business units to lead the annual planning process, ensuring clear guidelines and well-defined workflows. You will also contribute to high-impact executive presentations, bringing creativity and depth to financial storytelling.</p><p><b>
The Expertise and Skills You Bring:</b></p><p>
As a Senior Financial Analyst, you will have a significant role in supporting important decisions by delivering insightful, accurate, and timely analysis to the senior leadership team. You will be recognized as a subject matter expert in key financial tools and systems, serving as a go-to resource for troubleshooting, operational improvements, and training. You will be encouraged to consistently deliver ad hoc analysis demonstrating business insights and analytical capabilities and will also have the opportunity to work on cross enterprise initiatives.</p><ul><li>
A bachelor&rsquo;s degree in finance or accounting or equivalent experience</li><li>
5-6 years of financial reporting, planning &amp; analysis experience</li><li>
Solid understanding of Microsoft Office Applications (Excel/PowerPoint) and business intelligence tools (PowerBI)</li><li>
A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity</li><li>
Keen ability to envision the &quot;big picture&quot; while maintaining close attention to detail</li><li>
Skilled in coordinating activities and navigating complex data in unpredictable scenarios</li><li>
Strong problem-solver with the proactive ability to &ldquo;figure it out&rdquo; through curiosity and consistent determination</li><li>
Consistent track record to simultaneously identify, prioritize, address issues, and quickly respond to shifts in priorities</li><li>
Proven success communicating with impact and clarity, both in your written and verbal delivery, including follow-up</li></ul><p><b>
The Team:
</b></p><p>We are part of the Corporate Finance organization, a group committed to delivering high-quality financial insights and strategic support to our senior leaders. Our team collaborates extensively with finance teams across the firm and is key in driving cross enterprise finance initiatives. We pride ourselves on our dedication to creativity, ability to decompose complex concepts for the senior team and run streamlined planning processes for the firm. Our work is highly impactful, supporting senior leaders and ensuring they have meaningful, accurate and timely information at their disposal. We value a culture of learning, mobility, and inclusion, and we believe our greatest asset is our people.</p><p><b>
Company Overview</b></p><p>
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.</p><p>
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Finance<p>
Fidelity&rsquo;s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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></div>

Senior Financial Analyst

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><h3 class="jobSectionHeader"><b>
Investment Consultant</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><h3 class="jobSectionHeader"><b>
The Purpose of Your Role</b></h3><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><h3 class="jobSectionHeader"><b>
The Expertise We&rsquo;re Looking For</b></h3><ul><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>
Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</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><h3 class="jobSectionHeader"><b>
The Skills You Bring</b></h3><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><h3 class="jobSectionHeader"><b>
Our Investments in You</b></h3><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><h3 class="jobSectionHeader"><b>
The Value You Deliver</b></h3><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>
The base salary range for this position is $56,000 - $72,000 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>
Fidelity&rsquo;s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales</div>

Investment Consultant - Campbell, CA

Join Fidelity Investments and explore 3   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.

Fidelity Investments

ABOUT_COMPANY

Research Associate

Senior Financial Analyst

Investment Consultant - Campbell, CA