ZipRecruiter

Log In

1

Fidelity Analyst Jobs in Springfield, MA (NOW HIRING)

next page

Showing results 1-20

All JobsFidelity Analyst JobsFidelity Analyst Jobs in Springfield, MA

Fidelity Analyst information

See Springfield, MA salary details

$30.9K

$72.9K

$129.4K

How much do fidelity analyst jobs pay per year?

As of Aug 9, 2026, the average yearly pay for fidelity analyst in Springfield, MA is $72,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $86,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Fidelity Analyst?

To thrive as a Fidelity Analyst, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by a relevant degree. Familiarity with financial analysis tools, data management systems, and proficiency in Excel or similar software is typically required. Strong problem-solving abilities, integrity, and effective communication skills help distinguish top performers in this role. These competencies ensure accurate analysis, regulatory compliance, and the ability to clearly report findings to stakeholders, which are critical for organizational trust and decision-making.

What is the salary of a Fidelity analyst?

The average salary of a Fidelity analyst typically ranges from $60,000 to $90,000 annually, depending on experience, location, and specific role. Entry-level analysts may earn less, while experienced professionals or those in senior positions can earn higher salaries, often supplemented with bonuses and benefits.

What does an analyst do at Fidelity?

A Fidelity analyst evaluates financial data, market trends, and investment opportunities to support decision-making and portfolio management. They often use analytical tools and require strong quantitative skills, working within a team to ensure compliance and accuracy in financial reporting.

How does a Fidelity Analyst typically collaborate with other departments to ensure data integrity and compliance?

Fidelity Analysts frequently work alongside teams such as compliance, audit, IT, and operations to monitor and validate data accuracy across financial systems. They often participate in cross-functional meetings to discuss data discrepancies, develop solutions for process improvements, and ensure that company policies align with regulatory standards. Effective communication and strong attention to detail are crucial, as Fidelity Analysts must clearly document findings and relay actionable insights to stakeholders. This collaborative approach helps maintain high standards of data integrity and supports the organization's risk management goals.

How much do Fidelity analysts make?

Fidelity analysts typically earn an average salary ranging from $60,000 to $85,000 annually, depending on experience, location, and specific role. Entry-level analysts may start at lower salaries, while experienced professionals or those with specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is a Fidelity Analyst?

A Fidelity Analyst is a professional who evaluates and monitors the accuracy, consistency, and integrity of processes, systems, or data within an organization, often in financial or compliance-related contexts. Their role typically involves auditing transactions, ensuring adherence to regulatory standards, and identifying discrepancies that could impact operational fidelity. Fidelity Analysts work to minimize risks, maintain data quality, and support organizational transparency. They may also assist in developing policies and procedures to improve overall system reliability and compliance.

What is the difference between Fidelity Analyst vs Investment Analyst?

AspectFidelity AnalystInvestment Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, CFA or similar certifications common
Work EnvironmentFinancial firms, asset management companies, banksAsset management firms, hedge funds, investment banks
Employer & Industry UsageUsed in financial services focusing on client portfolios and fund managementUsed in analyzing securities, markets, and investment opportunities

Fidelity Analysts primarily focus on managing client portfolios and fund operations within financial firms, often requiring similar credentials as Investment Analysts. Investment Analysts concentrate on evaluating securities and market trends to inform investment decisions. While both roles require financial knowledge and certifications like CFA, Fidelity Analysts tend to work more directly with client accounts, whereas Investment Analysts focus on market research and security analysis.

What are popular job titles related to Fidelity Analyst jobs in Springfield, MA? For Fidelity Analyst jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Fidelity Analyst jobs in Springfield, MA look for? The top searched job categories for Fidelity Analyst jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Fidelity Analyst jobs? Cities near Springfield, MA with the most Fidelity Analyst job openings:
Fidelity Analyst jobs near you
Infographic showing various Fidelity Analyst job openings in Springfield, MA as of August 2026, with employment types broken down into 85% Full Time, 7% Part Time, 1% Temporary, and 7% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $72,935 per year, or $35.1 per hour.

VP, Advanced Planning

Fidelity Investments

West Hartford, CT • On-site

$118K - $226K/yr

Full-time

Medical, Retirement, PTO

Re-posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

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. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by 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 commutingdistance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.

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
  • Retirement, financial, investment, and insurance planning (required)
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Ability to create and review financial plans using tools such as eMoney
  • 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

Note: Fidelity is not providing immigration sponsorship for this position.

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 $118,000-226,000 USD 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.

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 - FINRACategory:Relationship Management

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply