19 financial advisor associate jobs found

Fidelity Investments Job Description: Do you want to join a dynamic digital marketing team with a passion for utilizing personalized data and email channel expertise to deepen the relationship with millions of our customers, evolve operational processes and implement new MarTech capabilities? Are you looking for an empowered opportunity to hone your development, analytical, strategic, creative, collaboration and leadership skills while managing multiple projects with attention to details and deadlines? If so, look no further! Maybe we are made for each other! The Expertise We're Looking For Multiple years of Advanced Front-End HTML and CSS coding experience, specifically in Email Email service platform provider (ESP) knowledge, systems, information technology a plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Adobe Target) Experience with one or more of the following areas: digital production, MarTech, marketing, and/or creative highly...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Do you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Enterprise Technology Risk group is seeking a passionate, driven and experienced professional to lead the Technology Risk Controls CoE team . This role is responsible for overseeing control management and control testing activities, including test execution, reporting, and control design and optimization. This strategic role will require strategic networking and relationship management skills to collaborate with various business units and risk teams, as well as a strong strategic mindset to develop and execute a control testing automation strategy. Additionally, keeping the team motivated and on track to meet program testing commitments is critical. Additional responsibilities include: Providing technical direction and professional guidance to...

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...

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: Fidelity Investments Workplace Investing (WI) organization is seeking an experienced mainframe Software Engineer to join our Custom Client Solutions team within the Stock Plan Services (SPS) Technology organization. The person will play a key role in developing and delivering client specific enhancements on our Legacy Application to support our Plan Administration System. This role demands significant collaboration with members of various business and IT groups throughout the lifecycle of a typical project. Stock Plan Services administers equity compensation programs on behalf of public and private companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards. Currently SPS services over 1.6M participants employed by over 300 clients and spread out in 150 countries. The business is looking to further expand...

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: The Role: The Director, Process Strategy & Enablement plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management. In this role, the Director will succeed by cultivating a deep understanding of user needs, providing thematic and strategic insights, developing actionable solutions, and providing organizational change support. Ideal candidates thrive in dynamic environments and are comfortable leading teams or contributing individually based on project needs. Cross-Functional User Research & Insight Development Develop connections with business partners to understand their needs Conduct stakeholder interviews and synthesize findings into actionable insights Distill complex information into executive-level updates Solution Design & Prototyping Encourage creative thinking and challenge assumptions Develop mock-ups, process maps, and prototypes Iterate...

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...

Shell USA, Inc. Texas, United States of America Job Family Group: Health, Safety, Security, and Environment Worker Type: Regular Posting Start Date: March 18, 2026 Business Unit: Trading and Supply Experience Level: Experienced Professionals Job Description: What is the role? Shell Trading & Supply Distribution Operations (TSDOps) manages one of the world's largest energy distribution networks-moving more than 6 million barrels per day of product to support Shell customers across Mobility, Aviation, Commercial Road Transport, LNG, and lowcarbon energy sectors. As we advance Shell's Powering Progress strategy and our ambition to reach Net Zero Emissions, we are committed to operating safely, responsibly, and sustainably. The Environmental Advisor plays a critical role in supporting this mission by ensuring our terminals maintain full regulatory compliance while driving continuous improvement and preparing our operations for future regulatory and...

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: Note: Fidelity is not providing immigration sponsorship for this position. The Role The Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client's DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients. Responsibilities include: Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team Owning the discovery and learning of the mechanics of how the client's DB Plans operate directly with clients and their representatives Reading client plan documents, sample calculations, SPDs, valuation file specifications Leading client review meetings and conference calls and issue resolution Showing...

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...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity Charitable is looking for a Director of Marketing Technology Engineering to lead the team responsible for building and operating the platforms that enable our connections with donors, financial advisors, and nonprofit organizations. This is an opportunity to share the capabilities of Marketing Technology to advance the mission of an organization that supports nonprofits with billions of dollars in donor-recommended grants annually. You will lead software engineers and marketing platform specialists while staying hands-on across platform development, integrations, and implementations within our marketing technology ecosystem. This includes Salesforce Marketing Cloud, Segment CDP, and Adobe Experience Manager, with a focus on audience segmentation, personalized digital experiences, and reliable communications at scale. You will develop and...

Fidelity Investments Job Description: Note: Fidelity is not providing immigration sponsorship for this position The Role Strategic Advisors Technology (SAT) is seeking a Senior 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. Collaborating with business stakeholders to gather and analyze business and functional requirements and confirm these via meaningful artifacts (Business Requirements documents, process flows, use cases, etc.) Performing cost-benefit analyses to ensure technology investments for the given business...

Fidelity Investments Job Description: Strategy, Communications, and Engagement Analyst The Role The Strategy, Communications, and Engagement Analyst, will support the critical initiatives in the Process Improvement vertical. In this role, you will be responsible for coordinating and delivering quality solutions that meet business objectives by providing strong business operations and communications stakeholder engagement expertise to partners throughout Fidelity's fraud risk organization. The Expertise and Skills You Bring 2+ years of experience in strategic communications or project management Experience contributing to complex, multi-workstream programs Experience working in fast-paced, matrixed environments, ideally within technology or financial services organizations Strong verbal and written communication skills with experience building executive presentations Experience presenting to senior leadership Financial services experience preferred...