Fidelity Investments

HQ
Boston
Total Offices: 12
58,848 Total Employees
Year Founded: 1946

Fidelity Investments Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Provides a pension

Offers occupational accident insurance

Offers retiree health & medical

Offers disability insurance

Offers charitable contribution matching

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Provides family medical leave

Provides fertility benefits

Offers childcare benefits

Offers generous parental leave

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers healthcare on-site

Company Culture

Provides commuter benefits

Offers travel concierge services

Provides a mobile phone discount

Offers legal assistance

Utilizes a flexible work schedule

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

2 Days AgoSaved
In-Office or Remote
82 Locations
Fintech
Engage clients through appointments, webinars, market briefings, and live events to educate them on Fidelity’s brokerage offerings and trading strategies. Apply equity, options, technical, and fundamental analysis to support informed trading, improve customer retention, and identify business development opportunities. Maintain expertise in market mechanics, volatility, option Greeks, and statistics while representing Fidelity across digital and in-person channels.
2 Days AgoSaved
In-Office
New York, NY, USA
Fintech
Build and deepen relationships with an existing client base in an Investor Center. Provide personalized investment guidance, comprehensive financial and retirement planning, and recommendations aligned with client needs. Engage clients face-to-face, introduce investment strategies, attract additional assets, and deliver an exceptional customer experience while maintaining regulatory compliance and supporting clients’ long-term financial goals.
3 Days AgoSaved
In-Office
New York, NY, USA
Fintech
Provides personalized investment guidance, comprehensive financial planning, retirement solutions, and relationship management for an existing client base in an Investor Center. Engages clients face-to-face, recommends investment strategies, expands client assets, and delivers a strong customer experience. Requires securities licensing, investment knowledge, relationship-building ability, and compliance with financial industry regulations.