Fidelity Investments Careers

Leading and developing a team of financial planners, collaborating with leadership to deliver complex financial planning solutions, and building strategic relationships within the organization. | Over 10 years in financial services with leadership experience, proficiency in complex financial planning concepts, and relevant certifications or designations. | Job Description: Job Description The Purpose of Your Role The Regional Vice President, Advanced Planning (RVP Advanced Planning) is a member of the leadership team within Fidelity’s Advanced Planning and Leadership Development (APLD) organization and will report to the Head of APLD. The RVP Advanced Planning will help shape the future growth of APLD and provide key insights into strategy development, client engagement and experiences, and efforts to scale the delivery of advanced planning services and solutions to Fidelity Wealth Clients. The RVP Advanced Planning’s primary responsibilities will include: • Delivery of Advanced Planning services throughout an assigned region(s), including the advocacy, wholesaling, education and training of complex planning topics and their integration within Fidelity’s planning ecosystem, including planning tools and solutions; • Demonstrate an ability to become a critically important member of the Wealth Regional Leadership Team (ie: 7 regions and PWM) • Forge strategic relationships with key leaders and stakeholders in the Investment Advisor Group to align strategy, support plan implementation and drive shared accountability for planning outcomes. • Lead, coach, and inspire a team of Advanced Planners • Collaborate with the APLD leadership team to oversee and supervise the delivery of non-discretionary financial planning advice and recommendations to clients. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers #ADVANCED PLANNING The Expertise and Skills You Bring • 10+ years in the financial services industry, with success leading client facing teams responsible for delivering and implementing financial planning solutions for High Net Worth and Ultra High-Net-Worth clients • Proven ability to influence, coach and lead others • Attract, hire, motivate and lead are critical skills and responsibilities. Assessment of associate skills, placement of resources, compensation decisions, development plan creation are all part of the day-to-day responsibilities. • Any of the following designations preferred: CFP®, CPA, JD, M.T., LLM in taxation, or CFA • Demonstrated proficiency with complex financial planning concepts, including retirement and income planning, tax planning, and trust and estate planning • Strong command of Fidelity’s wealth and brokerage offerings, products, and solutions • Commitment to Fidelity’s Leadership Principles • FINRA Series 7,66, 9 and 10 (obtained within 90-days of employment) The Team The Advanced Planning and Leadership Development team collaborates with Fidelity’s advisors provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics. At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com The base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. 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. 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. 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. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Relationship Management

Support customers over the phone, assist with account transactions, and prepare for licensing exams while supporting career development. | Eagerness to learn, customer service experience, interpersonal skills, coachability, and ability to manage multiple tasks. | Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. • Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. • Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. • Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… • You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. • You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. • You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. • You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… • High energy and enthusiasm with a natural passion for helping people • Flexibility and self-motivation • Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring • Eagerness to learn and build a career in financial services • Ability to deliver an outstanding customer experience • Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once • Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. 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. 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. 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service

Deliver personalized financial guidance to retirement plan participants and drive sales growth. | Minimum 5 years of investment sales/financial planning experience, Series 7 and 63 licenses, pursuing CFP or CRPC. | Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy Champion Forest You work hard every day to help Fidelity’s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. As a Director, Retirement Planner, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. The Expertise We’re Looking For • Bachelor’s degree preferred or equivalent work experience • 5 years minimum investment sales/financial planning experience • Series 7,63 (required) 65/66 within 90 days of hire • In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. • Proven track record in generating sales and managing relationships with high-net-worth clients The Purpose of Your Role As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. The Skills You Bring • Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. • Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. • Your exceptional presentation skills in virtual, one-on-one and group settings. • Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars The Value You Deliver • You’ll be responsible for exceeding assigned targets and driving both Personal & Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. • You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. • Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. How Your Work Impacts the Organization You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales 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. 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.

Developing financial plans and growing client relationships through investment solutions. | Requires Series 7 & 63 licenses, financial industry experience, and strong interpersonal skills. | Job Description: Investment Consultant 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. The Purpose of Your Role 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‘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. The Expertise We’re Looking For • Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs • Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up • Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire • Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring • You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each • Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations • You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity’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! The Value You Deliver 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’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. 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. 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. 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Provide customer service support to clients, assist financial professionals with investment products, collaborate with team members, and participate in challenging work assignments to gain financial services experience. | Current college junior with interest in investing and wealth management, experience in customer service or retail, leadership experience, and ability to work onsite part-time during the internship. | Job Description: Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center! The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… • Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. • Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. • Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment. The Expertise We’re Looking For • Undergraduate students in your junior year of college • Interest in investing and wealth management • Experience in customer service, retail, sales or banking • Leadership experience and involvement in student organizations The Purpose of Your Role As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity. The Skills You Bring • Your professional demeanor & collaborative problem-solving skills • Basic understanding of the current market, economy and economic trends • Ability to promote customer loyalty while providing an extraordinary customer experience The Value You Deliver As one of the first points of contacts in the branch: • You assist financial professionals with providing a full range of investment products and services • You collaborate with team members to bring a fresh perspective to help solve business challenges • You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry • By identifying new opportunities for enhancements, you help think about our business and our customers in a different way Company Overview At Fidelity, we are focused on 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 cultivating 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 more information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. PI26INT Certifications: Category: Administration 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. 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.

Provide customer service support for 401k accounts by answering questions, assisting with withdrawals and loans, and maintaining accounts primarily via phone. | Entry-level customer service experience, high school diploma or GED, strong communication and listening skills, and availability for hybrid work schedule. | Job Description: Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role. What to expect… As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. • Rewards & Recognition: Your achievements will be celebrated as you progress through the program. • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Skills You Bring • Ability to establish rapport and relationships through effective communication • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. • Proficiency in navigating and troubleshooting basic technology issues or systems. • Handle a variety of situations and conversations driving towards a resolution suitable for all • Self-motivated teammate with strong social skills who brings energy and passion to the team • Minimum 1 year of customer service experience • High School diploma or GED required The Value You Deliver • A passion for helping people • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making • Provide outstanding customer service and communication via voice or digital channels Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods Certifications: Category: Customer Service 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. 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.

Provide inbound client support and transaction processing for high net worth clients in a hybrid office environment. | 2-3 years financial services experience, Series 7 certification required, Series 63 or ability to obtain within 90 days, strong communication and client service skills. | Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Glen Allen, VA Beach, Midlothian As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have • Series 7 required • Series 63 or ability to obtain within 90 days • 2-3 years of previous financial services experience The Skills You Bring • Broad based knowledge and understanding of general financial planning concepts • Proven customer service, client support and problem resolution skills • Strong verbal and written communication skills • Ability to effectively influence others • Robust time management and organizational skills The Value You Deliver • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service 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. 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.

Develop and maintain client relationships with investment professionals, meet sales goals, and collaborate with internal teams to support business growth in a defined territory. | Bachelor's degree, 8+ years sales experience preferably in retirement market, Series 7 and 63 licenses, ability to travel extensively, and strong communication and organizational skills. | Job Description: The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory! East Bay / Northern CA The Expertise We’re Looking For • Bachelor's degree required. • 8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals. • Series 7 and 63 licenses required. The Purpose of Your Role Fidelity’s Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, TPAs, banks, trust companies and insurance companies, registered investment advisors and consultants. The Skills You Bring • Requires extensive overnight travel, ability to work from home office when not traveling. • Strongly prefer field sales and territory management experience. • Bring expertise and in depth knowledge of Fidelity and competitive products. • Excellent time management and organizational skills. • Excellent stand-up presentation, communication and listening skills. The Value You Deliver • Increase number of Investment Professionals doing business with Fidelity Investments. • Maintain and document sales activity to ensure production levels. • Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support. • Sponsor and participate in client seminars and events to increase IP's business. • Liaison with internal groups to provide superior service, marketing and technology support, problem resolution. • Collaborate with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data. How Your Work Impacts the Organization Responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401K Solutions, education and services. The base salary range for this position is $75,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. 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. Fidelity’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. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales The base salary range for this position is $75,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. 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. 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. 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. Certifications: Category: Sales

Drive sales through Broker Dealer Financial Advisors and Registered Investment Advisors by providing market insight, portfolio guidance, and investment product solutions, including in-person sales calls and collaboration with internal teams. | Bachelor’s degree, Series 7 and 63 certifications required, 5 years of financial services field sales experience preferred, strong communication and consultative sales skills. | Job Description: The Role We have an exciting sales opportunity in CT/RI working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. • Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. • The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the CT (less Fairfield County) and RI markets. • You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients. The Expertise and Skills You Bring • Bachelor’s Degree required • Series 7 and 63 required • CIMA or CFA desired • Passion for the financial or investment management industry • 5 years of field sales experience, working within Financial Services Industry highly preferred • Outstanding communication, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities • Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions • Excellent interpersonal skills that translate into a positive client experience • Passion for sales and the ability to uncover and qualify new opportunities • Commitment to constant self-improvement and exhibit a competitive drive • Ability to thrive in our fast-paced environment and enjoy being part of a strong team • High aptitude to learn new things quickly and adapt to new situations • Effective consultative sales and presentation skills The Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales 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. 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.

Serve as an estate planning subject matter expert for high net worth clients and advisors, provide advisor training, support regional business development, and collaborate within the Advanced Planning team. | Bachelor’s degree with preferred advanced tax or legal designations, 10-12 years experience including 4 years in trusts and estate planning, obtain FINRA Series 7 and 66 within 90 days, strong client communication and mentorship skills, and reside near an Investor Center in specified states. | Job Description: The Role The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Colorado, California, or Washington. The Expertise and Skills You Bring • Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation • 10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment • FINRA Series 7 and 66 obtained within 90-days of employment • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required) • Retirement, financial, investment, and insurance planning preferred • Effective at providing and receiving coaching and mentorship • Thrives in a team environment to provide an exceptional client planning experience • Communicates complex subjects clearly and effectively • Proven emotional intelligence to optimally bond with and communicate with clients and their advisors • Possesses a solution-oriented, client-first work ethic • Works independently, balances competing tasks, and prioritizes work to maintain efficiency • Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes Note: Fidelity will not provide immigration sponsorship for this position. The Team We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics. The base salary range for this position is $110,000 - $160,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. 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. Fidelity’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. 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management