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Fidelity Investments
Fidelity.com is a leading online financial services company that provides a wide range of products and services to individuals, businesses, and institutions. With its easy-to-use online platform, customers can access a full suite of investment options, research and analysis, and educational resources. They offer retirement planning, brokerage services, mutual funds, ETFs, and managed accounts. Customers can also use the website to open and manage bank accounts, save for college, and access credit cards. Fidelity.com is committed to providing personalized, high-quality advice and expertise to help customers reach their goals.
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EncryptedSite is Encrypted
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CountryHosted in United States
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Latitude\Longitude37.751 / -97.822 Google Map
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Traffic rank#705 Site Rank
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Site age28 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
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Founded1946 (as Fidelity Management & Research)
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FounderEdward C. Johnson II
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HeadquartersBoston,,,Massachusetts,U.S.
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Key peopleAbigail Johnson,(,CEO,)
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OwnerAbigail Johnson,& family (49%),Current & former employees (51%)
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Number of employees70000+ (2022)
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FormerlyFidelity Management and Research Company
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Area servedWorldwide
Traffic rank
#705
#705
Site age
28 yrs
28 yrs
Location
United States
United States
Popular Questions for Fidelity Investments
Newest job postings for Fidelity Investments
via Fidelity Careers - Fidelity Investments
posted_at: 26 days agoschedule_type: Full-time
Job Description:
Have a passion for helping people? When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls, introducing service offerings and encouraging long-lasting positive relationships, while we support you with... ongoing paid training to help you get your Series
Job Description:
Have a passion for helping people? When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls, introducing service offerings and encouraging long-lasting positive relationships, while we support you with... ongoing paid training to help you get your Series 7 &63.
The Expertise We’re Looking For
• A natural passion for helping people, customer service, phone, or financial services experience will prepare you for this role
• You are a flexible, self-motivated teammate with a can-do approach who brings energy and enthusiasm to the role
• Banking, insurance, or financial experience is an excellent addition to your experience but not required, we will provide you the training you need to be successful
• We will support you through structured learning and study opportunities that allow you to acquire your Series 7 & 63 licenses quickly.
The Purpose of Your Role
Our associates have rewarding interactions with clients while providing a world class client experience. When on the phone, you’ll assist clients with a broad range of requests from answering questions about their account balances to guiding them to the appropriate resources that meet their needs. When working with clients in-person, you’re the subject matter specialist for all walk-in transactions, as you find opportunities to deepen relationships.
The Skills You Bring
• You are eager to learn and build your career in the financial service industry
• Committed to delivering an outstanding customer experience, you take initiative and surpass expectations
• You have superb interpersonal skills, remarkable attention to detail and enjoy managing multiple tasks at once
• Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
We believe our greatest advantage is our people. While you grow your career at Fidelity, you’ll experience a top-notch onboarding program with customized coaching to help you develop and be great in-person, as well, as over the phone. Our robust training will put you on a proven career path that streamlines your growth through our wealth management network, developing the skills to have meaningful conversations with clients. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• A key member of the team, you are offering support to Fidelity’s most valuable clients daily, directly impacting the success of the business
• Engaging with customers, responding to inquiries and providing product and service level guidance, you will help increase customer dedication and build relationships
• After training, you’ll process equity transactions, mutual funds, and fixed-income trades
• The goal remains consistent for all interactions, both in-person, and over the phone: help customers feel more confident, make clearer decisions, and achieve their own financial dreams!
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3 Show more details...
Have a passion for helping people? When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls, introducing service offerings and encouraging long-lasting positive relationships, while we support you with... ongoing paid training to help you get your Series 7 &63.
The Expertise We’re Looking For
• A natural passion for helping people, customer service, phone, or financial services experience will prepare you for this role
• You are a flexible, self-motivated teammate with a can-do approach who brings energy and enthusiasm to the role
• Banking, insurance, or financial experience is an excellent addition to your experience but not required, we will provide you the training you need to be successful
• We will support you through structured learning and study opportunities that allow you to acquire your Series 7 & 63 licenses quickly.
The Purpose of Your Role
Our associates have rewarding interactions with clients while providing a world class client experience. When on the phone, you’ll assist clients with a broad range of requests from answering questions about their account balances to guiding them to the appropriate resources that meet their needs. When working with clients in-person, you’re the subject matter specialist for all walk-in transactions, as you find opportunities to deepen relationships.
The Skills You Bring
• You are eager to learn and build your career in the financial service industry
• Committed to delivering an outstanding customer experience, you take initiative and surpass expectations
• You have superb interpersonal skills, remarkable attention to detail and enjoy managing multiple tasks at once
• Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
We believe our greatest advantage is our people. While you grow your career at Fidelity, you’ll experience a top-notch onboarding program with customized coaching to help you develop and be great in-person, as well, as over the phone. Our robust training will put you on a proven career path that streamlines your growth through our wealth management network, developing the skills to have meaningful conversations with clients. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• A key member of the team, you are offering support to Fidelity’s most valuable clients daily, directly impacting the success of the business
• Engaging with customers, responding to inquiries and providing product and service level guidance, you will help increase customer dedication and build relationships
• After training, you’ll process equity transactions, mutual funds, and fixed-income trades
• The goal remains consistent for all interactions, both in-person, and over the phone: help customers feel more confident, make clearer decisions, and achieve their own financial dreams!
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3 Show more details...
via Tarta.ai
posted_at: 7 days agoschedule_type: Full-time
Job Summary:
As a Financial Consultant at Fedility Investments, you will provide exceptional customer service and support to clients. This includes answering customer inquiries, serving customer needs, and providing resources to deepen understanding and build confidence. You will be responsible for obtaining FINRA (Financial Industry Regulatory Authority) Series 7 and 63 licenses. The... comprehensive and supported career development experience will
Job Summary:
As a Financial Consultant at Fedility Investments, you will provide exceptional customer service and support to clients. This includes answering customer inquiries, serving customer needs, and providing resources to deepen understanding and build confidence. You will be responsible for obtaining FINRA (Financial Industry Regulatory Authority) Series 7 and 63 licenses. The... comprehensive and supported career development experience will prepare you for a fulfilling career at Fedility Investments.
Key Responsibilities:
• Respond to customer inquiries and provide excellent customer service.
• Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
• Handle customer needs, including balance inquiries, money movement, trading, and more.
• Answer questions and provide resources to deepen understanding and build confidence.
• Develop effective communication skills to establish rapport and relationships with customers and the team.
• Adapt to various work environments, including working in the office and from home.
Eligibility Criteria:
• Ability to establish rapport and relationships with customers and the team through effective communication.
• Listening and compassion skills to support the challenges of our diverse customers.
• Adaptability and flexibility in various work environments.
• Ability to handle different types of situations and drive conversations towards a resolution.
• Aptitude for completing the industry-leading development experience.
• Desire for continuous learning and dedication to studying and applying new concepts.
Certifications:
Assist with obtaining Series 07 and Series 63 certificates from FINRA.
Pay Rate:
$47,500 per year (Colorado location only) This position is eligible for an annual bonus opportunity.
Benefits You Get:
• Comprehensive benefits package, including 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.
• Paid time and support to obtain FINRA Series 07 and Series 63 certifications.
• Opportunities for career growth and advancement at Fedility Investments.
About Us:
A privately held corporation, Fidelity Investments' goal is to improve our clients' financial security. We support people who want to invest and make future plans. We support businesses and nonprofit groups in providing benefits to their employees. Additionally, we offer institutions and independent advisors technology and investment solutions to assist them manage their own clients' money Show more details...
As a Financial Consultant at Fedility Investments, you will provide exceptional customer service and support to clients. This includes answering customer inquiries, serving customer needs, and providing resources to deepen understanding and build confidence. You will be responsible for obtaining FINRA (Financial Industry Regulatory Authority) Series 7 and 63 licenses. The... comprehensive and supported career development experience will prepare you for a fulfilling career at Fedility Investments.
Key Responsibilities:
• Respond to customer inquiries and provide excellent customer service.
• Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
• Handle customer needs, including balance inquiries, money movement, trading, and more.
• Answer questions and provide resources to deepen understanding and build confidence.
• Develop effective communication skills to establish rapport and relationships with customers and the team.
• Adapt to various work environments, including working in the office and from home.
Eligibility Criteria:
• Ability to establish rapport and relationships with customers and the team through effective communication.
• Listening and compassion skills to support the challenges of our diverse customers.
• Adaptability and flexibility in various work environments.
• Ability to handle different types of situations and drive conversations towards a resolution.
• Aptitude for completing the industry-leading development experience.
• Desire for continuous learning and dedication to studying and applying new concepts.
Certifications:
Assist with obtaining Series 07 and Series 63 certificates from FINRA.
Pay Rate:
$47,500 per year (Colorado location only) This position is eligible for an annual bonus opportunity.
Benefits You Get:
• Comprehensive benefits package, including 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.
• Paid time and support to obtain FINRA Series 07 and Series 63 certifications.
• Opportunities for career growth and advancement at Fedility Investments.
About Us:
A privately held corporation, Fidelity Investments' goal is to improve our clients' financial security. We support people who want to invest and make future plans. We support businesses and nonprofit groups in providing benefits to their employees. Additionally, we offer institutions and independent advisors technology and investment solutions to assist them manage their own clients' money Show more details...
via Michigan Jobs - Tarta.ai
posted_at: 7 days agoschedule_type: Full-time
Job Summary:
A Client Care Advocate assists patients in communicating with their healthcare providers so that they can obtain the information they need to make health-care decisions. Client Advocate can also help patients schedule doctor appointments and medical tests and get financial, legal, and social support...
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You
Job Summary:
A Client Care Advocate assists patients in communicating with their healthcare providers so that they can obtain the information they need to make health-care decisions. Client Advocate can also help patients schedule doctor appointments and medical tests and get financial, legal, and social support...
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses.
Certifications:
Series 07 -FINRA
What qualifications do you need to be a Client Care Advocate?
• Ability to establish rapport and relationships through effective communication.
• Unwavering commitment to helping others while being proactive.
• To ensure that advocates can choose the best solutions to medical care problems, critical thinking, problem solving, decision-making, and active learning skills are required.
Responsibilities of an Client Advocate:
At Fidelity, the responsibilities of a patient care advocate include interacting with our clients via incoming calls and assisting them with a variety of needs such as:
• Responding to inquiries about their account balances.
• Directing them to the most suitable online financial resources.
• Educating them on how to improve their financial security and achieve their financial goals.
Benefits of an Client Care Advocate:
• Relocation benefits may be available.
• Student loan assistance and tuition reimbursement for eligible employees.
• 401(k): pre-tax and/or Roth.
• Catch-up contributions (50 years of age or older).
• Retiree Health Reimbursement Plan** with annual credits* that can be used to pay for eligible medical expenses in retirement.
• Medical coverage.
• Life insurance.
• Disability insurance.
About Company:
Fidelity Investments was founded by Edward C. Johnson 2d, and it continues to guide us forward as a pioneer in the world of investing, inspired by the quote "Take intelligent risks rather than follow the crowd."
We help over 40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses Show more details...
A Client Care Advocate assists patients in communicating with their healthcare providers so that they can obtain the information they need to make health-care decisions. Client Advocate can also help patients schedule doctor appointments and medical tests and get financial, legal, and social support...
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses.
Certifications:
Series 07 -FINRA
What qualifications do you need to be a Client Care Advocate?
• Ability to establish rapport and relationships through effective communication.
• Unwavering commitment to helping others while being proactive.
• To ensure that advocates can choose the best solutions to medical care problems, critical thinking, problem solving, decision-making, and active learning skills are required.
Responsibilities of an Client Advocate:
At Fidelity, the responsibilities of a patient care advocate include interacting with our clients via incoming calls and assisting them with a variety of needs such as:
• Responding to inquiries about their account balances.
• Directing them to the most suitable online financial resources.
• Educating them on how to improve their financial security and achieve their financial goals.
Benefits of an Client Care Advocate:
• Relocation benefits may be available.
• Student loan assistance and tuition reimbursement for eligible employees.
• 401(k): pre-tax and/or Roth.
• Catch-up contributions (50 years of age or older).
• Retiree Health Reimbursement Plan** with annual credits* that can be used to pay for eligible medical expenses in retirement.
• Medical coverage.
• Life insurance.
• Disability insurance.
About Company:
Fidelity Investments was founded by Edward C. Johnson 2d, and it continues to guide us forward as a pioneer in the world of investing, inspired by the quote "Take intelligent risks rather than follow the crowd."
We help over 40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses Show more details...
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