Senior Planning Associate, Financial Solutions
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Job Location:
Boston, NH - USA
Monthly Salary:
$ 85000 - 171000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description:
Job Title: Senior Planning Associate Financial Solutions
The Role
Are you someone passionate about helping Fidelitys customers answer key financial planning questions such as When can I retire Should I pay down my debt or invest and How much do I need for healthcare in retirement. If yes come join Financial Solutions and be part of the team which develops the methodology that provides answers to these questions and more for our retail and workplace customers. Youll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers.
The Expertise and Skill You Bring
This role will work with a range of teams at Fidelity including Fidelity Technology Platform Analytics Product Management Legal and Compliance teams among others. Your responsibilities will include:
- Conducting financial planning research and assisting in the creation of Fidelitys planning methodologies and related collateral
- Identifying and accessing data for financial planning methodology research and development
- Identifying the impact of financial planning frameworks and decisions on customer behavior and outcomes
- Designing developing prototypes & working with tech partners to implement prototypes
The ideal candidate:
- Is enthusiastic about helping Fidelity customers through impactful financial planning and improved financial wellbeing
- Demonstrates intellectual curiosity initiative and a desire to continuously learn new skills
- Brings strong quantitative analytical and problemsolving capabilities
- Strong passion for data and financial planning with a focus on improving customer wellbeing
- Holds a Bachelors or Graduate degree in Engineering Finance Mathematics Statistics Econometrics Computer Science or a related quantitative field
- Has experience with quantitative model construction data analytics and/or data science and programming languages such as Python R SQL Java and VBA
- Communicates effectively with both technical and non-technical audiences
- Has an interest in financial planning and pursuing the CFP designation
- 13 years of relevant financial services experience
- Thrives in a fast paced collaborative team-based environment
- Working knowledge of generative AI and Vibe coding is a plus
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Solutions team part of Strategic Advisors develops the financial planning methodologies that underpin the financial advice and guidance Fidelity offers its wealth brokerage and workplace clients through interactions with representatives and digital tools. The team also conducts research drives innovation in financial planning and provides thought leadership on a range of financial planning topics as well as aids in investment product development.
The base salary range for this position is $ USD per year.Placement in the range will vary based on job responsibilities and scope geographic location candidates 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.
Please be advised that Fidelitys 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.
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.
Certifications:
Category:
MarketingRequired Experience:
Senior IC
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
