Director, Investment Strategist

Fidelity(1 month ago)

HybridFull TimeSenior$110,000 - $222,000Consulting

About this role

An Investment Strategist at Fidelity Workplace Investing is an internal investment professional who provides education and investment-related guidance to retirement plan clients and their advisors. The role focuses on capital markets, money management, and consulting for defined contribution and defined benefit plans, engaging with senior-level client stakeholders. The position may be based near a primary Fidelity campus or remotely from several specified states.

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Required Skills

Presentation
Communication
Investment Knowledge
Asset Allocation
Mutual Funds
Quantitative Analysis
Client Relationships
Fiduciary Issues
Technology Aptitude
Organizational Efficiency

Qualifications

CFA
CFP
MBA
Series 07 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity 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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