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What does a Fidelity representative in New Jersey do?

A Fidelity representative in New Jersey typically assists clients with their financial planning, investment management, retirement accounts, and other wealth management needs. They provide guidance on Fidelity products and services, help clients understand their investment options, and ensure all transactions comply with financial regulations. These professionals may work in local Fidelity Investor Centers, offering in-person or virtual support to clients throughout the state. Their goal is to help clients achieve their financial objectives and maintain long-term relationships built on trust and expertise.

What can I expect from the team culture and collaboration style at Fidelity's New Jersey office?

At Fidelity's New Jersey office, you can expect a collaborative and inclusive team culture where open communication and idea sharing are encouraged. Employees often work in cross-functional teams, allowing for diverse perspectives and continuous learning. Regular meetings, both in-person and virtual, help ensure everyone is aligned on goals and projects. The environment supports professional growth through mentorship, training, and opportunities to take on new challenges, making it ideal for those who value teamwork and personal development.

What are the key skills and qualifications needed to thrive as a Fidelity Investments associate in New Jersey, and why are they important?

To thrive as a Fidelity Investments Associate in New Jersey, you generally need a background in finance or business, strong analytical skills, and relevant securities licenses such as FINRA Series 7 and 63. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Excellent communication, client service, and problem-solving abilities help associates build trust and effectively support clients' financial goals. These skills and qualifications ensure that associates deliver high-quality investment guidance and maintain compliance in a regulated financial environment.

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Fidelity Nj jobs near you
Infographic showing various Fidelity Nj job openings in the United States as of August 2026, with employment types broken down into 2% Internship, 2% As Needed, 77% Full Time, 14% Part Time, and 5% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Director, Background Investigations

Fidelity Investments

Westlake, TX • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Director on the firm's Background Investigations team, you will be working in an industry-leading, collaborative, fast-paced environment and will have the opportunity to provide comprehensive global background vetting of new hires and other investigative capabilities for Fidelity. In this role, you will focus on overseeing a team of background investigators and apply deep investigative knowledge and expertise on a range of matters. You will also partner closely with Internal Investigations and other business partners across the firm on escalated or sensitive issues.

The Director will also play a critical role in strategic initiatives, such as the development of our technology roadmap.

Provide outstanding leadership and investigative expertise

Drive operational excellence

Partner closely with key stakeholder across the firm

Implement transformational upgrades to modernize the team's process and technology

The location for this role is RI, NH, NJ, TX, FL, CO, UT or KY.

The Expertise and Skills You Bring

12-15 years of law enforcement, investigations, security, risk, or similar experience

Management and coaching expertise, from entry level to people managers

Demonstrated expertise in investigative analysis and techniques

Exceptional verbal and written communication, presentation, and analytical skills

Executive briefing experience - PowerPoint slide and deck creation.

Exceptional relationship management and communication skills

Strong leadership and operational process management skills

Track record of managing a portfolio of investigations with diverse sensitivities and priority levels

Ability to quickly diagnose and navigate sensitive organizational matters

Experience building new programs or frameworks preferred

Bachelor's Degree or equivalent degree

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.

Certifications:Category:Security

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.

What Fidelity Investments employees say

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