8 associate wealth advisor jobs found in Smithfield

Fidelity Investments Job Description: Health & Welfare Business Analyst - Implementations The Role The Senior Business Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity. You will join a team of passionate Health and Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support for client advised projects to ensure that the systems are functioning according to the detailed business requirements. The Health & Welfare Business Analyst is a key member of the Health & Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable...

Fidelity Investments Job Description: Job Title: Senior Financial Analyst Job Description The Senior Financial Analyst role is a member of the WI Finance Team delivering impactful insight financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. This role will have three main areas of focus: the Fidelity Workplace Consulting (FWC) Line of Business, the Defined Benefits (DB) Line of Business, and the Enterprise Paper Reduction initiative. The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery. The...

Fidelity Investments Job Description: The Role Do you enjoy learning about and marketing non-traditional, alternative investments? If so, come join the Asset Management Solutions Marketing team where our mission is to champion the investment talents of Fidelity's investment products and solutions. As a Senior Marketing Manager for Alternatives Product Marketing in the Asset Management Solutions Marketing Team, you will develop and execute marketing plans that differentiate Fidelity's alternative investments and specialty solutions in the marketplace! This is a diverse and fast-paced marketing role that provides the individual an opportunity to collaborate across marketing and with investment professionals in different asset classes. Develop and execute on marketing strategies that drive new product narratives into market across Fidelity intermediary, retail, and institutional channels. Messaging and content creation includes both written content (presentations,...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position A Vendor Manager within Fidelity Wealth Marketing team oversees critical vendor relationships and drives the successful delivery of Contracts, Statement of Works (SOW), sponsorships, creative services, and production initiatives. This role leads to contracting activities, resolves financial issues, and collaborates closely with Marketing, Social Creative, Legal, Technology, Risk, BU aligned and Finance teams across Fidelity Investments. A key part of the role includes conducting vendor-risk assessments-evaluating supplier performance, financial stability, technology practices, and data requirements to ensure all vendors meet Fidelity's risk and compliance standards. The Senior Vendor Manager also supports vendor onboarding, coordinates due-diligence, technology, and performance reviews, and ensures alignment with enterprise technology and data policies. In...

Fidelity Investments Job Description: Director, Asset Management Leadership Communications The Role As Director of Communications for Fidelity's Asset Management (AM) organization, you will work closely with a business-aligned team and key business partners to meaningfully engage 5,900 AM associates. In this role, you'll work directly with senior leaders in AM to develop thoughtful, strategic, and impactful communications campaigns, executive speaking points, presentations, intranet content, and messaging across digital, social channels and live events. Collaborating with business and functional partners, you'll drive communications that align with Fidelity priorities, connect associates to the business strategy, and support organizational and cultural change. You'll have opportunities to grow and deliver impact as you partner closely with colleagues in Fidelity's Corporate Communications and Corporate Affairs teams covering government relations, public policy,...

Fidelity Investments Job Description: The Role The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services' (FIWMS) platform. The Manager, Implementation Project Management will do the following: Onboarding of new Fidelity Registered Investment Advisors. Supporting existing advisors who are converting a book of business onto the platform. Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions. The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion...

Fidelity Investments Job Description: Learning Experience Designer The Role As a member of the Enterprise Learning Experience team (ELX), you will be at the center of Fidelity's initiatives to deliver modern learning experiences across the enterprise. Your insight and ability to develop high-quality learning solutions will be crucial to building effective learning experiences at Fidelity. You will ideate, develop and refine new learning solutions and processes while contributing to complex learning projects. The Expertise and Skills You Bring We are seeking a creative and innovative designer who brings a curiosity and passion for learning to their work. A successful candidate in this role will bring a strong design-thinking and growth mindset, combined with an in-depth knowledge of how learning works. Education: Bachelor's degree Experience: At least 1-3 years of relevant work experience in Learning Experience Design. Experience building rich, evidence-based,...

Fidelity Investments Job Description: The Role The Director of Implementation leads a team of Implementation professionals responsible for the successful onboarding of financial institutions, typically Registered Investment Advisors and Trust Companies, to Fidelity's platform. This role sits at the intersection of growth, client experience, and operational excellence-helping shape Fidelity's reputation as the destination of choice for financial services firms. While the size and complexity of these projects varies, each onboarding represents a defining moment for clients, often the first experience with Fidelity, and sets the tone for a long-term partnership with Fidelity. The Team Fidelity operates one of the largest clearing and custody businesses in the industry with nearly $5 Trillion in assets under administration serving thousands of financial institutions including RIAs, broker dealers, banks, and family offices. The Client Experience Client Conversion Services...