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Fidelity Net Jobs (NOW HIRING)

Fidelity Investments

VP, Advanced Planning

Providence, RI · On-site

$118K - $226K/yr

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.

Fidelity Investments

VP, Advanced Planning

Merrimack, NH

$118K - $226K/yr

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.

Fidelity Investments

VP, Advanced Planning

Providence, RI · On-site

$118K - $226K/yr

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.

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

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.

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

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.

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Fidelity Net information

What are some common challenges faced by professionals working with Fidelity Net, and how can they be addressed?

Professionals working with Fidelity Net often encounter challenges such as adapting to evolving financial regulations, integrating complex client portfolios, and managing high client expectations for digital security and service speed. Staying current with industry regulations and regularly participating in training helps address compliance issues. Collaboration with IT and compliance teams is crucial to ensure smooth integration and robust security. Building strong communication skills and maintaining an agile approach to problem-solving will help professionals thrive in this dynamic environment.

What is a Fidelity Net representative?

A Fidelity Net representative typically refers to a professional working for Fidelity Investments, one of the largest financial services corporations in the world. These representatives assist clients with their investment accounts, retirement planning, and other financial services offered by Fidelity. They provide guidance on using Fidelity's online platforms (sometimes called 'Fidelity NetBenefits'), answer questions about account management, and help resolve any issues clients may encounter. Their role is crucial in ensuring clients have a smooth and secure experience managing their financial assets online.

What are the key skills and qualifications needed to thrive as a Fidelity Net Developer, and why are they important?

To thrive as a Fidelity Net Developer, you need strong programming skills in .NET frameworks, C#, and experience with financial systems, usually supported by a degree in computer science or related fields. Familiarity with tools like Visual Studio, SQL Server, and version control systems such as Git, as well as knowledge of industry-specific platforms like Fidelity's APIs, is typically required. Excellent problem-solving abilities, collaboration, and effective communication are soft skills that help developers excel in this role. These skills and qualifications are crucial for delivering secure, compliant, and reliable financial software solutions in a highly regulated environment.

What is the difference between Fidelity Net and Fidelity Financial Advisor?

AspectFidelity NetFidelity Financial Advisor
CredentialsTypically requires basic financial knowledge, certifications varyRequires FINRA licenses, Series 7, 63, or 66, and often CFP certification
Work EnvironmentOnline platform, remote or in-office supportClient-facing, in-person or virtual meetings
Employer & Industry UsageUsed internally for account management and client accessCustomer-facing role providing financial advice and planning
Search & Comparison IntentUnderstanding platform features vs. advisor servicesSeeking financial planning and personalized advice

Fidelity Net primarily refers to the online platform used for managing accounts and accessing financial information. In contrast, Fidelity Financial Advisor involves direct interaction with clients, offering personalized financial planning and advice. While Fidelity Net focuses on digital account management, Fidelity Financial Advisor emphasizes client relationship management and financial consulting.

What cities are hiring for Fidelity Net jobs? Cities with the most Fidelity Net job openings:
What states have the most Fidelity Net jobs? States with the most job openings for Fidelity Net jobs include:
What job categories do people searching Fidelity Net jobs look for? The top searched job categories for Fidelity Net jobs are:
Fidelity Net jobs near you
Infographic showing various Fidelity Net job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution.
High Net Worth - RCS Locations

High Net Worth - RCS Locations

Fidelity Investments

Pittsburgh, PA • On-site

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

16th of 146 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $44,000-80,000 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
Category:
Customer Service

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