Senior Representative Alternative Investments
Company: Financial Advisory Workforce
Location: Fort Worth
Posted on: April 1, 2026
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Job Description:
Fidelity Investments, a leader in financial services
headquartered in Boston, MA, is seeking a Senior Representative for
our Alternative Investments sector within the Banking, Insurance &
Investment department. As one of the largest asset managers
globally, Fidelity provides a client-focused and innovative
culture, emphasizing integrity, respect, and continuous learning.
The chosen candidate will manage client accounts and portfolios
specifically in the alternative investments field. Responsibilities
include conducting market research, crafting innovative investment
strategies, and providing expert client advice to maximize
portfolio performance. This role requires compliance with
regulatory standards and collaboration with interdisciplinary
teams. Candidates with a Bachelor’s degree in finance or a related
field and 5-7 years of experience in financial analysis or
investment banking preferred. Certifications like CFA and Series 7
License are advantageous. Fidelity offers a competitive benefits
package including medical, dental, vision insurance, life
insurance, and a 401k plan. We provide a full-time, hybrid work
environment with possibilities for professional growth and
advancement in the financial sector. Join us to leverage your
expertise in a dynamic organization committed to innovation.
Managing client accounts and investment portfolios in the
alternative investments sector. Conducting thorough market research
to identify development opportunities in alternative investments.
Collaborating with cross-functional teams to develop innovative
investment strategies. Providing clients with expert advice to
enhance their portfolio performance. Ensuring compliance with all
regulatory requirements and company policies. Financial analysis
Alternative investment strategies Portfolio management Client
advisory Market research Medical Insurance Dental Insurance Vision
Insurance Life Insurance 401k CFA Series 7 License
Keywords: Financial Advisory Workforce, Cedar Hill , Senior Representative Alternative Investments, Accounting, Auditing , Fort Worth, Texas
