Lead Financial Analyst at Fidelity Investments

Job Opportunity: Lead Financial Analyst Company: Fidelity Investments Location: Houston, TX, USA Experience: 2 - 3 years Salary Range: $69,608 - $78,857 Work Type: Freelance Remote Policy: physical About Fidelity Investments Fidelity Investments is a leading organization in the Finance sector, committed to innovation and excellence. We provide exceptional services and solutions while fostering a dynamic and inclusive work environment. Position Overview We are seeking a highly motivated and skilled Lead Financial Analyst to join our growing team. The ideal candidate will bring expertise in Financial Planning and contribute to our ongoing success. Key Responsibilities Execute core functions in finance with precision and expertise Collaborate with cross-functional teams to achieve organizational objectives Implement best practices and contribute to process improvements Maintain up-to-date knowledge of industry trends and technologies Deliver high-quality results within established timelines Provide exceptional service and support to clients/stakeholders Participate in professional development and training activities Contribute to team goals and organizational success Required Qualifications 2+ years of experience in related field Proven expertise in Financial Planning, Retirement Planning, Estate Planning Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work effectively in a team environment Relevant educational background or certifications Professional demeanor and strong work ethic Preferred Qualifications Advanced degree or professional certifications Experience with industry-specific software/tools Leadership experience or potential Multilingual abilities Experience in similar industry/sector What We Offer Competitive compensation package Comprehensive benefits program including health insurance Professional development opportunities Modern work environment with flexible arrangements Career advancement potential Retirement savings plan with employer matching Paid time off and holiday schedule Employee assistance programs Application Process Qualified candidates are encouraged to apply through our online portal. We review applications on a rolling basis and will contact selected candidates for interviews. Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace. If you are passionate about finance and meet the qualifications, we encourage you to apply for this exciting opportunity to join our team at Fidelity Investments.