Senior Insights Associate, Financial Solutions
About The Position
Are you someone passionate about helping Fidelity’s 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. You’ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers. 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.
Requirements
- Is excited to help Fidelity customers with financial planning
- Demonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities
- Has a passion for data, a keen interest in financial planning, and a desire to make a direct impact on customer well-being.
- Possesses strong quantitative and problem-solving skills
- Has a foundational knowledge of data analysis techniques and a strong desire to uncover insights from data.
- Has experience with quantitative model construction; data analytics; and programming languages such as R, Java, Python, Visual Basic for Excel, SQL
- Has excellent communication skills
- Holds a Bachelor’s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic oriented degree
- Has an interest in pursuing the CFP designation to increase their financial planning domain knowledge
- Has 1-3 years of relevant financial services experience
- Enjoys working in a fast-paced team-based environment
Nice To Haves
- Good to have working knowledge of generative AI and Vibe coding
Responsibilities
- Conducting financial planning research and assisting in the creation of Fidelity's planning methodologies and related collateral
- Identifying and accessing data for financial planning insight methodology research and development
- Contributing to the creation of data-driven narratives and visualizations that clearly communicate complex financial information to both technical and non-technical audiences
- Supporting the continuous improvement of our data analysis processes and tools to enhance the delivery of personalized proactive data-driven insights
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
