7 associate wealth advisor jobs found in Merrimack

Fidelity Investments Job Description: Job Title: Director, Sales Product Consultant - HSA/RA Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Benefit Accounts in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of a Sales Product Consultant (SPC), you will work closely with HSA and RA Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Benefit Account clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, follow ups and proposal development through final delivery meetings and contract handoff....

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Delivery Planning Lead is an adept Project and Program Manager that is responsible for supporting and guiding delivery of complex, custom solutions that support our Fidelity Workplace Investing clients across multiple technical and business workstreams. In addition to the coordination of project teams, you will provide program level oversight across multiple delivery teams that consist of data engineering, consulting, and QA, to ensure coordinated execution and alignment towards client driven deadlines. This role will orchestrate delivery across parallel workstreams, manage dependencies between teams, standardize project practices, and ensure that all efforts support a cohesive delivery roadmap. Delivering both project level execution and program level leadership, ensuring multiple teams stay aligned toward common goals. Integrating work...

Fidelity Investments Job Description: Please Note: We are unable to provide visa sponsorship for this role The Fidelity 529 business offers direct-sold education savings plans to customers in 5 covered states (MA, NH, CT, DE and AZ) and nationally to help them save more effectively for one of life's biggest expenses. The 529 relationship management team owns the relationships and engages directly with our state sponsors to increase satisfaction and improve outcomes for end customers and state plans. Key Responsibilities Include: Serve as primary relationship manager for a subset of state sponsors, addressing recurring and ad-hoc needs, ensuring all plan sponsor requests are addressed, and keeping plan sponsors up to date on all relevant changes to the product or industry developments Lead monthly and quarterly meetings with clients to review plan and investment performance Take ownership, along with the 529 Product team to provide inputs into potential product...

Fidelity Investments Job Description: Job Title: Director, Health and Welfare Sales Product Consultant Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Welfare administration in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of an H&W Sales Product Consultant (SPC), you will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Welfare clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and...

Fidelity Investments Job Description: Senior Data Engineer - Oracle DBA - OCI The Role The Institutional Brokerage Database Services Center of Excellence (COE) requires a highly competent and highly motivated Senior Database Engineer with strong technical skills to support challenging mission critical database platforms. This position would provide an excellent opportunity to work on leading database technologies like Oracle, Postgres, Distributed SQL, NoSQL, Snowflake etc. It is a great place to experience and learn end-to-end DBA service capabilities. This role requires a service-oriented mentality, high sense of ownership of the problems and requests assigned and is an enormous opportunity to gain experience with modern technologies like AI/ML. In this role, you will: Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients. Diagnose problem areas and develop solutions and/or workarounds by writing clear,...

Fidelity Investments Job Description: Systems Analyst Note: Fidelity is not providing immigration sponsorship for this position The Role Strategic Advisors Technology (SAT) is seeking a Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements; it's about understanding the why behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions. This role requires a dedicated, curious, and passionate Systems Analyst who brings strong skills in the following areas: Supporting your Product Manager's collaboration with business stakeholders to gather and analyze business and functional requirements and confirm these via meaningful artifacts...

Fidelity Investments Job Description: Please Note: We are unable to provide visa sponsorship for this role. The Team Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime. The Specialty Savings & Lending product area manages the following products and capabilities: Products Cash Management Account (CMA) Retail Health Savings Account (RHSA) Education Savings (529) Securities Backed Line of Credit (SBLOC) Custodial Account (UTMA/UGMA) Attainable Savings Account (ABLE) Mortgage Home Equity Line of Credit (HELOC) Capabilities Bill Pay Direct Deposit Checks Cash Manager FDIC Sweep...