Fidelity

Senior Associate, Financial Solutions

Fidelity(22 days ago)

HybridFull TimeSenior$85,000 - $171,000Financial Solutions / Strategic Advisors
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About this role

A Senior Associate on Fidelity’s Financial Solutions team responsible for developing financial planning methodology that answers questions about retirement, debt, and healthcare planning for retail and workplace customers. The role helps translate methodology into functional digital tools and collaborates across technology, analytics, product, legal, and compliance teams to support Fidelity’s advice offerings.

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Required Skills

  • Financial Planning
  • Data Analytics
  • Quantitative Modeling
  • Python
  • R
  • SQL
  • Java
  • VBA
  • Prototyping
  • Research

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Qualifications

  • Bachelor's or Graduate Degree in Engineering, Finance, Mathematics, Statistics, Econometrics, or Computer Science
Fidelity

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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