2026 Undergraduate Full-Time - Associate, Workplace Consulting

Fidelity Investments•Greenwood Village, CO

43d•$67,000 - $127,000•Hybrid

About The Position

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy. As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for: Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs, Managing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs, Preparing and delivering reports and client presentations, and Creating project plans and setting internal and client team expectations. The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. This opportunity is brought to you by Fidelity University Talent. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Requirements

Mathematics, Economics, Business or another quantitatively rigorous subject major preferred
0-3 years of experience in 401(k), 403(b) industry or benefits consulting
Superior teamwork skills
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
Familiarity with spreadsheet and database programs
Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis
Aptitude to balance and prioritize multiple projects in a fast-paced work environment
Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs
Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations

Nice To Haves

Interest in pursuing QKA or QKC (a plus)

Responsibilities

Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs
Managing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs
Preparing and delivering reports and client presentations
Creating project plans and setting internal and client team expectations

Benefits

Student loan assistance and tuition reimbursement for eligible employees
23+ days of paid time off (based on years of service) plus 9 paid Federal holidays
Opportunities to volunteer and give to your local community during work hours
Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias
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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume