2026 Undergraduate Full-Time - Associate, Workplace Consulting at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, ConsultingIndustries

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
Interest in pursuing QKA or QKC (a plus)
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

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

Skills

401(k)

403(b)

benefits consulting

spreadsheet programs

database programs

quantitative analysis

critical thinking

problem-solving

communication skills

project management

ERISA

IRS

DOL

QKA

QKC

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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