Senior Representative Alternative Investments
Company: Financial Advisory Workforce
Location: Bedford
Posted on: April 1, 2026
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Job Description:
Fidelity Investments is seeking a skilled Senior Representative
for Alternative Investments to join our Finance, Accounting &
Administration department. As a leader in banking, insurance, and
investment, Fidelity Investments is renowned for its commitment to
providing innovative financial solutions. In this role, you will be
tasked with analyzing and evaluating alternative investment
opportunities as well as developing strategic investment plans
tailored to each client's needs. With a strong focus on
collaboration, you will work alongside various departments to
cultivate and optimize investment strategies, ensuring compliance
with industry regulations. You will also monitor market trends and
produce insightful reports that drive informed decision-making. We
are looking for a candidate with a minimum of five years of
experience in alternative investments and financial services,
bolstered by a bachelor's degree in a related field. Certifications
such as a CFA and FINRA Series 7 license would be advantageous.
Fidelity Investments fosters a client-focused and innovative
culture that values integrity, respect, and a commitment to
continuous learning. As part of our team, you will have access to
diverse career advancement opportunities in finance, tech, and
customer service, with robust support for professional growth and
development. Join us to drive innovation in the financial sector
while managing challenging and rewarding client portfolios. Analyze
and evaluate alternative investment opportunities. Develop
strategic investment plans for clients. Collaborate with other
departments to optimize investment strategies. Monitor trends in
alternative investments and report findings. Ensure compliance with
industry regulations. Financial analysis Investment strategy
development Regulatory compliance Market research Medical Insurance
Dental Insurance Vision Insurance Life Insurance 401k CFA
certification FINRA Series 7 license
Keywords: Financial Advisory Workforce, Wylie , Senior Representative Alternative Investments, Accounting, Auditing , Bedford, Texas
