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Fidelity Nj Jobs (NOW HIRING)

Chubb

Claim Examiner

Whitehouse Station, NJ

$72K - $123K/yr

Chubb is currently seeking a Senior Claim Examiner to join its Fidelity team based in Whitehouse Station or Jersey City, NJ. POSITION RESPONSIBILITIES: * Effectively manage an active claim inventory ...

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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 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.

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.
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Fidelity Nj jobs near you
Infographic showing various Fidelity Nj job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 84% Full Time, 13% Part Time, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.
Client Support Specialist - Greater Washington DC Area (REMOTE)

Client Support Specialist - Greater Washington DC Area (REMOTE)

Fidelity Investments

Marlton, NJ • On-site

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-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

17th of 148 rated financial services

Job description

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 listed below:

DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne

As a Client Support Specialist, 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

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, Series 63 - FINRACategory:Customer Service

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