About this role
A Director within the Fidelity Wealth Finance Team provides strategic financial analysis, business performance management, and leadership in financial modeling. The role involves collaboration with senior leaders and mentoring junior analysts to support key organizational goals. It supports the Investment Advisor Group by delivering impactful insights and recommendations.
Required Skills
- Financial Modeling
- Analysis
- Forecasting
- Leadership
- Strategic Planning
- Business Partnership
- Project Management
- Communication
- Financial Analysis
- Mentoring
Qualifications
- Bachelor’s degree in Finance or related field
- MBA or advanced degree
- 10+ years of Finance experience
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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