Fidelity Investments jobs in Thousand Oaks, CA - 21 jobs

The Role The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in state of California. The Expertise and Skills You Bring * Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP * 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment * FINRA Series 7 and 66 obtained within 90-days of employment * Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required) * Retirement, financial, investment, and insurance planning preferred * Experienced in working with business owners, start-ups/Pre IPO companies a plus * Works independently and able to lead an assigned territory to drive High Net Worth client engagements * Effectively coaches, develops, and applies junior team members * Thrives in a team environment to provide an exceptional client planning experience * Communicates complex subjects clearly and effectively * Emotional intelligence to successfully bond with and communicate with clients and their advisors * Possesses a solution-oriented, client-first work ethic * Works independently, balances tasks, and prioritizes work to maintain efficiency * Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes The Team We are part of the Advanced Planning Leadership Development team collaborating with Fidelity's advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics The base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Global Client Proposal Solutions team responsible for? The Global Client Proposal Solutions (GCPS) Team is responsible for completing Requests for Proposal (RFPs) and other new business or client-related questionnaires which accurately and favorably represent the organization, and its investment products and services, to prospective clients and their advisers. As an RFP Specialist, you will have responsibility for completing RFPs, RFIs, Due Diligence Questionnaires (DDQs), and other external client-related requests. This role works closely with Sales, Content Management, Product, Compliance, Legal, and other internal business partners to deliver accurate, persuasive, and compelling responses by the deadline. What are the ongoing responsibilities of an RFP Specialist? Proposal Development & Delivery * Assists with completion of RFPs, RFIs, DDQs and surveys. * Develops understanding of external clients and their requirements, our investment products, and distribution and product management priorities. * Analyze requests to determine scope, Subject Matter Expert (SME) outreach requirements, and prioritizes own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance. Cross-Functional Collaboration * Ensures all appropriate approval/review steps have been completed and documented for each submission, with input from other RFP team members, Product Management team and the Distribution team. * Partner with internal stakeholders to gather data, resolve gaps, and align messaging with business priorities. * Build and maintain effective working relationships with colleagues and business partners. Quality Assurance & Process Improvement * Maintain high standards for clarity, accuracy, and formatting across all materials, ensuring consistency with best practice guidelines, meeting client requirements, and accurately position the organization and products. * Support the update of existing content, distinguishing between opportunity-specific customization and generic content. * Leverage and embrace AI-enabled writing, review, and workflow tools to create efficiencies, enhance quality, and accelerate delivery. What ideal qualifications would help someone to be successful? * Bachelor's degree or equivalent experience. * 3+ years' experience writing RFPs within the Asset Management industry. * Excellent project management and organization skills, able to manage multiple tasks and meet tight deadlines. * Strong working knowledge of MS Word, Excel, PowerPoint, and SharePoint. * First-rate verbal and written communication skills, plus strong proofreading skills. * Excellent research and analysis skills, thorough in following issues to a successful conclusion. * Meticulous attention to detail across all aspects of data, language and grammar, and general layout and presentation. * Ability to interact effectively and professionally at all levels of seniority and across multiple cultures. * Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced, deadline-driven environment. * Broad product knowledge across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly) is highly desired. Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $93,000, depending on location and level of relevant experience, plus discretionary bonus. #ASSOCIATE #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Your role You will be called on to work closely and act as a relationship manager to some of the wealthiest people in the country. As part of your role, you will also work closely with team members, office management and firm personnel to perform administrative and operational duties, which include, but are not limited to, the following: 1) Process wires, EFTs, checks, journals, ACAT assets transfers, DRS requests - internal and external. 2) Process Private Equity investment orders and redemptions. 3) Implement advisory solutions such as PMP, Strategic Advisor, CAP, Access, MacWrap, etc., and confirm pricing/fees are correct and accounts approved for trading. 4) Assist clients with account opening, checks and Visa credit/debit card orders, on-line services, securities backed credit lines, mortgage processing, Visa automatic monthly payment set-up, automatic monthly wires, internal transfers and all aspects of account opening and maintenance. 5) Remain compliant in all aspects of client reporting including annual RMDs for retirement accounts, quarterly distributions as necessary and client documentation approvals for accounts 6) Implement portfolio changes and ensure final implementation is complete and correct 7) Update cost basis as needed and generate systematic reports as requested 8) Address inquiries for clients relating to all aspects of their accounts and maintain client records to ensure they are up-to-date 9) Work with third party professionals (CPAs, bookkeepers, business managers, etc.) to research and address inquiries relating to clients statements and annual tax reports. 10) Engage with team members to complete team operational and administrative projects in a timely manner 11) Will work closely with team analysts to raise funds for client needs (check writing, wires, internal transfers, etc.) 12) Complete timely compliance related reporting such as PKRs, ART Review Tool, Key Contact Notes and Alternate Address Annual Review. 13) Add updates to Annual Account Billing report for all clients covered. 14) Set-up Donor Advised Funds and process gifting throughout the year. 15) Will work on a large team of professionals (including 5 financial advisors). Detailed salary information: * Century City: the salary range for this role is $58000 to $72000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Excellent verbal and written skills (will build long-standing relationships with new and existing clients) * Able to multi-task and have excellent follow-up skills. * Exceptional customer service skills and be a self-starter. * A positive attitude to take direction from team members. * Able to work under pressure and meet deadlines. * Should have experience and be proficient using Microsoft Office, Word and Excel. * Series 7 & 66 recommended but not required. * Looking for an individual who is interested in a long-term position with a large team. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

**Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.

**About this role** Are you interested in building innovative technology that crafts the financial markets? Do you like working at the speed of a startup, and solving some of the world's most exciting challenges? Do you want to work with, and learn from, hands-on leaders in technology and finance? At BlackRock, we are looking for engineering leaders who like to innovate and solve sophisticated problems. We recognize that strength comes from diversity and will embrace your outstanding skills, curiosity, and passion while giving you the opportunity to grow technically and as an individual. We invest and protect over $11 trillion (USD) of assets and have an extraordinary responsibility to our clients all over the world. Our technology empowers millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being. Being a technologist at BlackRock means you get the best of both worlds: working for one of the most sophisticated financial companies and being part of a software development team responsible for next-generation technology and solutions. **About the Role:** Join the Aladdin Engineering team as Vice President, AXE/IOI Engineering Team Lead, where you will lead the design, development, and evolution of our IOI (Indication of Interest) and AXE infrastructure. This role is central to our strategy for delivering scalable, resilient, and high-performance trading workflows across asset classes and geographies. As the engineering lead for IOI/AXE, you will shape the future of liquidity discovery and dealer connectivity-owning the architecture and implementation of systems that handle millions of indications and axes daily, ensuring they meet the highest standards of reliability, latency, and observability. This leader works across engineering, product, and support teams to ensure that our trading platform is not only high-performing but also operationally resilient. The role requires close collaboration with teams across the globe, navigating time zones, cultures, and organizational structures to drive alignment and execution. You will be expected to lead cross-functional initiatives that span multiple teams and products, and your decisions will influence dozens of engineers and impact thousands of users across internal and external Aladdin clients. A key focus of this role is the modernization of our IOI/AXE infrastructure. You will set the strategic direction for connectivity and distribution-re-architecting legacy systems, adopting cloud-native and open-source technologies, and implementing advanced observability frameworks that improve system transparency, performance, and scalability. Your leadership will help drive innovation in liquidity discovery, FIX connectivity, and integration with Aladdin's OMS/EMS-ensuring our platform remains competitive, compliant, and client-centric in a rapidly evolving market landscape. You will also ensure that engineering efforts align with firm-wide standards for diagnostics, monitoring, and operational excellence. By integrating observability into every layer of the IOI/AXE stack, you will empower engineering and trading teams with real-time insights and actionable intelligence that enhance system reliability and user experience. This role demands a visionary mindset-someone who can anticipate market trends, regulatory shifts, and client needs, and translate them into actionable engineering strategies. You will be empowered to shape the future of liquidity infrastructure in Aladdin, influencing not only how IOIs and axes are disseminated, but also how our systems scale, adapt, and evolve in a rapidly changing financial landscape. **What are Aladdin and Aladdin Engineering?** + You will be working on BlackRock's investment operating system called Aladdin. Aladdin is used both internally within BlackRock and externally by many financial institutions. Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools on a single platform to power informed decision-making and create a connective tissue for thousands of users investing worldwide. + Our development teams reside inside the Aladdin Engineering group. We collaboratively build the next generation of technology that changes the way information, people, and technology intersect for global investment firms. We build and package tools that manage trillions in assets and support millions of financial instruments. We perform risk calculations and process millions of transactions for thousands of users every day worldwide! **Being a member of Aladdin Engineering, you will be:** + Tenacious: Work in a fast-paced and highly complex environment + Creative thinker: Analyze multiple solutions and deploy technologies in a flexible way + Great teammate: Think and work collaboratively and communicate effectively + Fast learner: Pick up new concepts and apply them quickly **Responsibilities include:** + Set and execute the strategic vision for IOI/AXE infrastructure across Aladdin's trading platform. + Lead engineering teams in building and scaling high-throughput, low-latency, multi-asset liquidity systems. + Drive modernization efforts through cloud-native architecture, open-source adoption, and advanced observability tooling. + Collaborate globally across engineering, product, and trading teams to deliver fault-tolerant, high-availability systems. + Own the full lifecycle of engineering initiatives-from design and development to deployment and feedback-working closely with traders to assess impact and usability. + Partner with product management and business stakeholders to define and evolve the roadmap for IOI/AXE and FIX connectivity. + Design and deliver innovative solutions to complex liquidity challenges, proactively identifying risks and resolving roadblocks. + Apply rigorous software engineering practices including automated testing, CI/CD, code reviews, and DevOps integration. + Lead project execution using Agile methodologies, ensuring timely delivery of priorities and milestones. + Foster a culture of technical excellence by mentoring and growing engineering talent, and driving continuous improvement in team productivity and system quality. + Represent IOI/AXE in cross-functional leadership forums and client-facing engagements. **Qualifications:** + B.E./M.S. or equivalent in Computer Science or related field. + 10+ years of experience in software engineering, with 5+ years in leadership roles. + Proven track record of managing engineering teams and delivering complex trading or market data systems. + Deep expertise in FIX protocol, IOI workflows, and connectivity patterns. + Strong foundation in Java or C++, with experience in real-time systems and performance optimization. + Experience with microservices, messaging middleware, and distributed systems. + Familiarity with observability frameworks (e.g., OpenTelemetry, Visualization and analytics platforms for metrics and logs) and streaming architectures. + Experience working in global organizations and managing distributed teams. + Excellent communication and stakeholder management skills. + Ability to translate business needs into scalable technical solutions. + Ability to build strong relationships with cross-functional teams and stakeholders. **Skills and Experience:** + Proven experience leading engineering teams and delivering complex, high-quality software projects. + Expertise in FIX protocol and IOI workflows. + Proficiency in microservices, REST APIs, and distributed systems. + Expertise in TCP, multicast, streaming protocols, and middleware architectures. + Strong knowledge of open-source technology stacks (Spring, Hibernate, Maven, JUnit). + Experience with relational and NoSQL databases. + Excellent analytical, problem-solving, and communication skills. + Interest or experience in finance, investment processes, and translating business needs into scalable technical solutions. **Nice to have:** + Understanding of performance optimization techniques (low/no GC, off-heap caching, kernel bypass, cache locality, CPU pinning, Linux customizations). + Experience with optimization, algorithms, or quantitative processes. + Experience with DevOps practices and tools (Azure DevOps). + Experience with cloud platforms (Azure, AWS, GCP). + Experience with AI-related projects or working in an AI research environment. + Certifications, advanced degrees, or open-source contributions demonstrating mastery of software engineering principles. For New York, NY and LA3-2951 28th Street, Suite 1000, Santa Monica Only the salary range for this position is USD$162,000.00 - USD$215,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Chicago, IL Only the salary range for this position is USD$148,000.00 - USD$200,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. Wealth Director Fiduciary Trust International is hiring an experienced Wealth Director (Business Development Officer) to cover the Southern California region, including Los Angeles. Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions. The role primarily focuses on investment management opportunities, but also includes trust, estate, tax, family office, and related custody opportunities. A large degree of daily discretion and latitude is required to meet and interact with prospective clients and their advisors. The Wealth Director should be well versed in a range of investment disciplines and trust and estate topics. Candidates must convey a consultative approach to sales while displaying knowledge to referral source relationships and prospective clients to become worthy of their confidence and trust. Key Responsibilities: * Pursue prospective new business situations with high-net-worth individuals and families; * Lead segment new business strategies for the Los Angeles market; * Maintain active contact with known referral source relationships and prospective clients; * Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services; * Coordinate presentations of the firm's capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants); * Contribute to the development and enhancement of prospect presentations and on-going marketing material; * Participate in the development of new ideas, planning and execution of HNW business development issues with senior management; * Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients; * Manage new clients from prospecting stage to onboarding Ideal candidates will have: * 8-10 years' experience in financial services with experience servicing high net worth individuals, families, and their advisors. * Proven sales success servicing HNW individuals and institutions. * Experience selling directed trust, estate settlement, and custody a plus. * Experience in marketing traditional and sophisticated financial products. * Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools. * Highly motivated and self-starter capable of initiating and cultivating new client relationships. * Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues. * CFP designation a plus. * Community engagement (boards/volunteerism) preferred. Learn More: Click below to learn more about Fiduciary Trust International - * Fiduciary Trust International * The Story of Fiduciary Trust International Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $180K - $225K, depending on level of relevant experience, plus incentives. Key words: Sales Director, Business Development, Private Wealth Management, Wealth Director, Managing Director, Wealth Advisor, CFP, CTFA, Trust and Estate #LI-US #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton * Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

**Region** Americas **Countries** Canada, United States **Cities** Atlanta, Boston, Chicago, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Seattle, Toronto **Recruitment Year** 2027 **Program** Summer Internship Program **Job description** Our Summer Internship Program is a nine-week internship taking place June through August. This program is designed to provide students with a challenging, meaningful and supportive internship experience that replicates, as closely as possible, the experience of being a full-time BlackRock Analyst. The program begins with an orientation that offers a thorough overview of the firm and the opportunity to hear from a number of senior leaders. Following orientation, interns receive on-the-job training and are given day-to-day responsibilities to contribute to their teams throughout the summer. Programming also features a speaker series, mentoring and various networking opportunities, including activities with our employee networks. If you enjoy this program, you should explore our Full-Time Analyst Program, which you can consider applying to after your internship. **Who can apply:** Undergraduate or master's students graduating between September 2027 and July 2028. **Important:** Candidates can apply for **only one program** (e.g., Summer Internship Program **or** Quantitative Master's Internship Program) and **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application this program this year. **_Applications for Analytics & Risk, Client & Products and Corporate & Strategic functions open in March 2026_** **_Applications to Operations and Technology functions open in July 2026_** **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $38.46 - $55.25 Corporate & Strategic Functions $38.46 - $48.07 Investment $38.46 - $56.49 Operations $36.05 - $56.49 Technology $43.26 - $56.49 **For Florida, Georgia, Illinois, Massachusetts, New Jersey, Washington state, and Washington DC, only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $36.05 - $48.07 Corporate & Strategic Functions $36.05 - $45.67 Investment $36.05 - $54.08 Operations $33.65 - $54.08 Technology $38.46 - $54.08 **For Montreal and Toronto only:** The salary ranges for these positions are below (in CAD). Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Area** **Salary Range (hourly rate)** Client & Product Functions $38.82 - $45.67

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Officer, in our Beverly Hills and Century City branches to: * Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors. * Recruit, select, onboard, train and manage administrative support staff. * Conduct performance reviews and make personnel decisions related to compensation and promotions. * Educate all employees on administrative policies and procedures. * Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team. * Work closely with the entire Management Team to drive business results. Detailed salary information: * Beverly Hills: the salary range for this role is $130000 to $165000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Required Series 9/10, 7 & 66. This is a firm requirement and a pre-requisite for this role. * Ideally 3+ years of relevant leadership experience in financial services, with a leading financial institution. * Ability to work well within a team and partner with multiple business divisions. * Motivated, self-directed and driven. * Skilled at creating a positive business culture * Proven leadership abilities to navigate complex situations as they arrive. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

**About this role** Are you interested in building innovative technology that crafts the financial markets? Do you like working at the speed of a startup, and solving some of the world's most exciting challenges? Do you want to work with, and learn from, hands-on leaders in technology and finance? At BlackRock, we are looking for software engineers who like to innovate and solve sophisticated problems. We recognize that strength comes from diversity, and will embrace your outstanding skills, curiosity, and passion while giving you the opportunity to grow technically and as an individual. We invest and protect over $11 trillion (USD) of assets and have an extraordinary responsibility to our clients all over the world. Our technology empowers millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being. Being a technologist at BlackRock means you get the best of both worlds: working for one of the most sophisticated financial companies and being part of a software development team responsible for next generation technology and solutions. **What are Aladdin and Aladdin Engineering?** You will be working on BlackRock's investment tooling, operations, and application system called Aladdin. Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools on a single platform to power informed decision-making and create a connective tissue for thousands of users investing worldwide. Our development teams reside inside the Aladdin Engineering group. We collaboratively build the next generation of technology that changes the way information, people, and technology intersect for global investment firms. We build and package tools that manage trillions in assets and supports millions of financial instruments. **Responsibilities include:** + Collaborate with product management, quality assurance, and business users to design new features for existing and new React web-based investment/trading applications; develop high-quality, efficient, and fault-tolerant code; and validate releases via code reviews, detailed testing, dev ops, and level two production support + Work with other frontend engineers to collaborate on common React components and utilities, build new features across multiple different apps, design and integrate APIs for multiple use-cases, contribute to a shared integration and testing suite, and design a thoughtful and efficient state management flow across the platform + Work with backend engineers to design data contracts and APIs, integrate with existing and new data schemas, collaborate on testing and production support, and build out new features together + Work closely with product team to learn about trading/investment workflows, estimate scope of work, perform demos, communicate technical blockers and challenges to non-technical audiences, and translate high-level vision into functional and non-functional requirements + Work closely with quality assurance team to design overall testing strategy, perform joint testing when required, contribute to automated testing suite, and validate releases before deployment + Work closely with users, other engineers, and SREs to provide level two production support, utilizing monitoring and logging tools to identify issues and quickly provide fixes + Must be comfortable collaborating with team members in a multi-office, multi-country environment, while also being in office 4 days a week + An Ideal Candidate Would Be: + Excited both about working collaboratively on multiple large-scale, related trading and investment tools, as well as owning independent feature design and delivery + Able to take ownership over delivery, deployment, release, and support with assistance from the rest of the team + Capable of communicating vision, blockers, progress, and estimates to both technical and non-technical audiences + Able to bring solid software engineering principles to design discussions from a frontend, state-management, or component-design lens; excited to contribute to high-level architectural discussions across backend and frontend + Passionate about creating modern web applications that are streamlined, efficient, and a delight to use **Qualifications/Skills and Experience:** + B.S. or any other relevant engineering degree. + 7+ years of experience working as a front-end engineer on production code, creating and deploying web apps in React (ideally external, customer-facing applications) and Typescript, CSS / SCSS, HTML + Experience using state management tools like Redux, RxJs, Zustand, and/or Jotai to orchestrate complex state workflows and asynchronous APIs + Experience working with backend languages like Java, Spring and the open-source technology stack (Spring, Hibernate, Maven, JUnit, etc.). + Comfortable using all standard React hooks and creating custom hooks for different usecases + Experience writing integration and unit tests with tools like Cypress, Jest, Cucumber + Experience with API design and/or development, ideally with REST or through GraphQL + A proven foundation in core front-end languages (React/Typescript preferred) but with a solid background in object-oriented programming, software engineering design patterns, and test-driven development + Experience with Git and code collaboration tools + Great analytical, problem-solving and communication skills to both technical and non-technical audiences + Experience providing production support and using logging/monitoring tools like Visualization and analytics platforms for metrics and logs, Splunk + Some experience or a real interest in finance, investment processes, and/or an ability to translate business problems into technical solutions. **Nice to have and opportunities to learn:** + Exposure to or interest in streaming technologies like Web Sockets, AMPs, etc. + Experience working in an Agile development team or on open-source development projects. Familiarity with dev ops tools like AzureDevOps a plus. + Experience building out reusable React components or styling libraries + Familiarity with UX design tools like Figma For San Francisco, CA, New York, NY and Los Angeles, CA Only the salary range for this position is USD$162,000.00 - USD$215,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

Your role Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients? We're looking for someone like this to: * Gain valuable insight into different areas of the business * Work on strategic projects that have real impact on clients * Build an understanding of our industry, culture, and strategy * Establish a network of mentors and business contacts * Attend educational and social events that provide exposure to senior leadership. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Ideally enrolled in a two or four year college or university In particular, you have: * Ideally a 3.2+ GPA * A balanced resume which includes solid academic performance and campus involvement * A genuine interest in developing a career in the Wealth Management industry. You are: * Positive with a can do approach * It doesn't matter what you're studying (you don't need to be a financial guru), We would like to see if you can: * Analyze a problem and come up with ideas and make a decision. * Show good judgement * Plan, organize and make things happen * Communicate well and work within a team Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Join Us We're truly a global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. Wealth Director Fiduciary Trust International is hiring an experienced Wealth Director (Business Development Officer) to cover the Southern California region, including Los Angeles. Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions. The role primarily focuses on investment management opportunities, but also includes trust, estate, tax, family office, and related custody opportunities. A large degree of daily discretion and latitude is required to meet and interact with prospective clients and their advisors. The Wealth Director should be well versed in a range of investment disciplines and trust and estate topics. Candidates must convey a consultative approach to sales while displaying knowledge to referral source relationships and prospective clients to become worthy of their confidence and trust. Key Responsibilities: Pursue prospective new business situations with high-net-worth individuals and families; Lead segment new business strategies for the Los Angeles market; Maintain active contact with known referral source relationships and prospective clients; Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinate presentations of the firm's capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants); Contribute to the development and enhancement of prospect presentations and on-going marketing material; Participate in the development of new ideas, planning and execution of HNW business development issues with senior management; Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients; Manage new clients from prospecting stage to onboarding Ideal candidates will have: 8-10 years' experience in financial services with experience servicing high net worth individuals, families, and their advisors. Proven sales success servicing HNW individuals and institutions. Experience selling directed trust, estate settlement, and custody a plus. Experience in marketing traditional and sophisticated financial products. Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools. Highly motivated and self-starter capable of initiating and cultivating new client relationships. Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues. CFP designation a plus. Community engagement (boards/volunteerism) preferred. Learn More: Click below to learn more about Fiduciary Trust International - Fiduciary Trust International The Story of Fiduciary Trust International Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $180K - $225K, depending on level of relevant experience, plus incentives. Key words: Sales Director, Business Development, Private Wealth Management, Wealth Director, Managing Director, Wealth Advisor, CFP, CTFA, Trust and Estate #LI-US #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton's Digital Assets Technology team builds secure, scalable solutions for tokenizing mutual fund shares using blockchain. Our work enables global, 24/7 trading and supports platforms for retail and institutional investors, along with internal tools for customer support. We collaborate across teams to enhance our platform and expand internationally. The FIRST group at Franklin Templeton is a strategic innovation hub that unites teams focused on cutting-edge investment solutions, fintech development, digital assets, and client engagement. It serves as a central platform for coordinating firm-wide innovation efforts, linking research with execution, and fostering partnerships across the financial ecosystem. How You Will Add Value Core Responsibilities * You will assist in defining, designing, and implementing solutions for existing applications. * You will streamline workflows through user consultation. * You will assist with the requirements, design, and solutioning of interfaces and features. * You will support users by resolving technical issues. * You will collaborate with team members to solve problems. * You will contribute to technical meetings and solution planning. Strategic Responsibilities * You will clarify business requirements with project teams. * You will understand application modules and data models. * You will coordinate and document application changes. * You will prepare and execute system tests. * You will support user acceptance testing and issue resolution. * You will generate reports on application metrics. Team & Collaboration * You will work with architects and system engineers on development projects. * You will partner with key resources to ensure test coverage. * You will collaborate with product, support, and UX teams. * You will refine requirements with key project stakeholders. * You will design scalable, high-performance software components. What Will Help You Be Successful in This Role Experience, Education & Certifications * Bachelor's degree or equivalent. * 6-10 years in systems analysis or technical projects. * Experience with managing small-mid scale IT projects. * Familiarity with system development lifecycles particularly agile methodologies. * Experience with system testing. * Financial services or mutual fund experience is preferred. * 5+ Years User Experience & Product Design experience for complex institutional and consumer financial services applications. * 5+ Years User Research Experience and understanding of user research methodologies. Technical Skills * Expert knowledge of Figma and design systems * Understanding of desktop, web, client/server, and mainframe systems. * Awareness of industry standards and platform architecture. * Experience with SQL queries is a plus. * Knowledge of blockchain, tokenized funds, and digital assets is a plus. Soft Skills * Strong communication and time management. * Professional presence and collaboration. * Problem-solving and decision-making skills. * Strong analytical skills and attention to detail. * Ability to manage multiple tasks in a global team. * Flexibility in dynamic environments. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary range for this position to be $100,000-$130,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Century City: the salary range for this role is $55000 to $65000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 2+ years of experience in client service, within the finance sector * Bachelor degree preferred, focusing on finance * Excellent communicator, with solid interpersonal skills * Detail oriented * Proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales