TAKE THE NE XT STE P I N Y O U R C A R EER.

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1 branch.fidelitycareers.com branch.fidelitycareers.com 2015 FMR LLC. All rights reserved. Fidelity Investments is an equal opportunity employer TAKE THE NE XT STE P I N Y O U R C A R EER. Br an c h c ar e e r s at f i d el i t y

2 Fidelity at a glance: Founded in 1946 One of the world s largest providers of financial services No. 1 provider of workplace savings plans and IRAs in the U.S. Leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services $5 trillion in assets under administration $2 trillion in assets under management who is fidelity? As one of the world s leading providers of financial services, Fidelity helps 70 million clients around the world reach their financial goals. As part of a Fidelity branch, you ll provide investment management experience, retirement planning, and portfolio guidance to your clients. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You ll be the one who will personally work with them to help achieve their dreams whether that s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that s why we ll surround you with amazing, supportive people and all the tools you need.

3 Branch life All year long, our branches are busy. We re doing what s best for clients, solving their challenges and helping them plan and save for tomorrow. Our people always work as a team collaborating with each other to pull together information for clients and to prepare for meetings. Financial Representatives are the first point of contact for our clients and will learn the financial business. Relationship Managers support the sales professionals to ensure that our clients get what they need, when they need it. Investment Consultants support guidance needs, while Financial Consultants and Vice President Financial Consultants support relationships to meet planning and guidance needs and help our clients reach their financial goals. Building relationships vs. selling What s one thing you never do at a Fidelity branch? Cold call. We don t believe in it. It just doesn t happen. Your clients came to Fidelity because they trust the brand, and because they believe that you can help them. Teamwork in a supportive environment We re a team. If one of us has an idea that ll help our clients, we share it so all of us can benefit. It s a refreshing dynamic that helps us provide the best client experience in the industry. You see, we re all in this together. We ll also make sure that, every step of the way, you ll have opportunities for formal and informal training, development, mentoring, and career advancement. Along with building a future for your clients, you can build one for yourself as well. Is it working? The results speak for themselves. In 2015, Fidelity was rated one of the top 50 Happiest Companies in America by CareerBliss, and JD Power ranked Fidelity No. 1 in terms of overall investor satisfaction. Fidelity Investments is one of the largest managers Rated #1 in customer of 401(k) plan assets in the U.S. experience among investment firms by Temkin Experience Ratings* * 2015 Temkin Experience Rating among investment firms Temkin Group;

4 Branch career paths and roles Where can your career with Fidelity take you? Just about anywhere. Our career paths are broad and give you opportunities to move up and around. Along the way, you can choose to stay in a destination role, or take advantage of our ample training to prepare you for whatever role you aspire to. With nearly twice as many branches today as we had 10 years ago, we continue to create new opportunities for you. Explore our career paths and learn about our roles below. Wealth Management Support Financial Representative Relationship Manager Investment Consultant Financial Consultant Over one-third of our Branch Managers began their careers as Financial Representatives. Begin yours here too. More than a support role, it s a great place to build client management expertise. Plan and grow your clients and your own skills. Manage a book worth hundreds of millions of dollars. Regional Planning Consultant Branch Management Wealth Management Executive Services Vice President Financial Consultant Wealth Management Adviser Manage billions of dollars of your clients assets. Manage assets of the largest and most complex clients. Regional Relationship Manager Branch Service Manager Assistant Branch Manager Branch Manager Give our busiest branches the support they need. Learn the nuances of running a Fidelity branch. Manage a team and billions of dollars in investments. Workplace Planning & Guidance Consultant Specialty Roles Wealth Management Support Wealth Management Financial Representative Investment Consultant Financial Consultant I m starting my career in a big way. Our clients have big dreams and so do I. Acts as the face of Fidelity to drive the client experience and works closely with the manager and other employees to recognize opportunities A ssists clients who have less than $250,000 in assets, offers a wide range of financial products and services, provides solid client-centered guidance, and identifies, executes, and follows up on opportunities to gather additional client assets I manage more than a book of business I build futures. We will sponsor you for key NASD licenses that are foundational for a career in financial services and that are required for our other roles Required: Knowledge of the financial markets and the ability to manage many tasks at once Relationship Manager What do I do? I build relationships. Manages client relationships, proactively reaches out to clients and assists with complex needs, and partners with VP/Financial Consultants in implementing structured client contact strategy Required: Customer service skills and a mastery of Fidelity s products We have training and coaching resources in each branch. B uilds productive relationships with clients who have between $250,000 and $1 million in assets, and acts as their single point of contact for all investment, planning, and guidance needs Required: Demonstrated success in a consultative sales role, as well as some financial planning experience R equired: Experience managing a book of business, turning leads into clients and building your business Vice President Financial Consultant Some of our largest clients are in my hands. I put my expertise to work for my clients. Wealth Management Adviser Grows, develops, and retains book of high net worth, complex investors Develops long-term relationships with 400+ high net worth clients holding Fidelity Retail assets of more than $1 million, and provides complex planning and guidance solutions that meet the needs of the client, including tax-efficient strategies, risk control, and retirement planning Builds deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer Required: Leadership qualities, experience effectively managing and growing a book of business, and an expert in financial markets, as well as in Fidelity s product offerings Analyzes and plans broad investment strategies for trust/wealth management clients Drives loyalty, share of wallet, and referrals from existing clients Required: An expert-level knowledge of the financial markets, trusts and estate plans, as well as successful experience

5 Branch Management Specialty Roles Branch Service Manager Branch Manager Regional Planning Consultant Regional Relationship Manager I help run every part of this place. I have a few billion responsibilities. I m a teacher and a mentor. I help business leaders plan their own future. Oversees all operational activities of the branch, identifies strategic opportunities, participates on projects beyond the local market, coaches Financial Representatives and Relationship Managers, and develops sales capability within service staff Creates strategies to develop the branch and market, oversees the performance and development of sales-related branch staff, manages the quality of the sales-related customer experience, and ensures compliance with regulatory requirements Develops and deepens the wealth planning process and expertise of our associates. Coaches and strengthens consultative skills, product knowledge, and effective practice management to perpetuate the client-first culture and drive results Acts as a shared resource across several branches to address client needs related to products and services, reviews central book client activities, identifies opportunities, and provides data and recommendations Required: Experience running an office, knowledge of financial services, and an operations or compliance background Required: A track record of successful sales experience, proven experience leading a team, a mastery of Fidelity products, and extensive knowledge of the financial services industry Required: Exceptional coaching skills, presentation and influencing abilities, and expertise in the financial industry Required: Experience working with C-level executives and handling complex financial planning issues Assistant Branch Manager Executive Services I m preparing to run a Fidelity branch. I realize my potential every day. A ssists the Branch Manager in leading the branch, builds a strong sales and service team, and develops local efforts and implements national initiatives to grow business Acts as a single point of contact for workplace plan executives; incorporates their benefit and plan provisions into the planning process; presents executive services offerings to executives, board members, and plan sponsors; and provides a high level of assistance for retirement income planning, investment strategy, and product selection Required: A background in sales, extensive knowledge of financial services, a strong understanding of compliance, and experience leading teams of sales people Required: Experience working with high net worth products and services, and individual planning expertise with 401(k) accounts Workplace Planning & Guidance Consultant I put my expertise in retirement planning to work every day. Delivers guidance via on-site, one-on-one appointments with plan participants in 403(b)/401(a) retirement plans; consults with business partners, establishes a strong relationship with the plan sponsor; and sells the benefits of consolidating participant 403(b), 401(a), and rollover retirement assets to Fidelity Required: A self-starter who can thrive outside the branch office, and has experience with the tax-exempt market and planning experience Over one-third of our Branch Managers started as Sales Associates. Our 180+ branches have 3,000 associates and we re growing.

6 Branch Management Specialty Roles Branch Service Manager Branch Manager Regional Planning Consultant Regional Relationship Manager I help run every part of this place. I have a few billion responsibilities. I m a teacher and a mentor. I help business leaders plan their own future. Oversees all operational activities of the branch, identifies strategic opportunities, participates on projects beyond the local market, coaches Financial Representatives and Relationship Managers, and develops sales capability within service staff Creates strategies to develop the branch and market, oversees the performance and development of sales-related branch staff, manages the quality of the sales-related customer experience, and ensures compliance with regulatory requirements Develops and deepens the wealth planning process and expertise of our associates. Coaches and strengthens consultative skills, product knowledge, and effective practice management to perpetuate the client-first culture and drive results Acts as a shared resource across several branches to address client needs related to products and services, reviews central book client activities, identifies opportunities, and provides data and recommendations Required: Experience running an office, knowledge of financial services, and an operations or compliance background Required: A track record of successful sales experience, proven experience leading a team, a mastery of Fidelity products, and extensive knowledge of the financial services industry Required: Exceptional coaching skills, presentation and influencing abilities, and expertise in the financial industry Required: Experience working with C-level executives and handling complex financial planning issues Assistant Branch Manager Executive Services I m preparing to run a Fidelity branch. I realize my potential every day. A ssists the Branch Manager in leading the branch, builds a strong sales and service team, and develops local efforts and implements national initiatives to grow business Acts as a single point of contact for workplace plan executives; incorporates their benefit and plan provisions into the planning process; presents executive services offerings to executives, board members, and plan sponsors; and provides a high level of assistance for retirement income planning, investment strategy, and product selection Required: A background in sales, extensive knowledge of financial services, a strong understanding of compliance, and experience leading teams of sales people Required: Experience working with high net worth products and services, and individual planning expertise with 401(k) accounts Workplace Planning & Guidance Consultant I put my expertise in retirement planning to work every day. Delivers guidance via on-site, one-on-one appointments with plan participants in 403(b)/401(a) retirement plans; consults with business partners, establishes a strong relationship with the plan sponsor; and sells the benefits of consolidating participant 403(b), 401(a), and rollover retirement assets to Fidelity Required: A self-starter who can thrive outside the branch office, and has experience with the tax-exempt market and planning experience Over one-third of our Branch Managers started as Sales Associates. Our 180+ branches have 3,000 associates and we re growing.

7 O ur branch prod uct o f f erin gs Let s talk bene fits The success of Fidelity rests on the one-on-one guidance and strong, lifetime relationships we build with our clients. Every day, we strive to answer all their questions, meet all their needs, and provide needs-based financial planning expertise. That s why we offer such a wide array of products and services. Time and time again, we re told that one of the most pleasant surprises our Branch employees learn upon joining our team is the breadth and depth of our offerings. We re focused on doing right by our clients and our innovative products and solutions demonstrate this. As a company, we know that our associates play a critical role in helping our clients live the lives they want by providing the best customer experience. We also know that the health of our company is directly related to the health of our people. At Fidelity, we invest in our greatest resource our associates in many ways, including through a complete benefits offering. Designed to meet the unique needs of our associates and their families, our comprehensive program ensures they have what they need today and down the road. Here are just some of the highlights: Investment Strategy Asset Protection Asset Allocation Estate Planning Tactical Allocation Wills Asset Location Trusts Market-leading Retirement Benefits Award-Winning Health & Wellness Program* Save and invest for retirement on a tax-advantaged basis in a meaningful way. Our culture promotes your health and well-being. Profit Sharing Plan Pretax 401(k) and/or after-tax Roth 401(k) employee contributions 7% Company-matching contribution on your contributions Medical and dental coverage Prescription coverage Flexible Spending Account Tax-Efficient Investing Wealth Transfer Taxable Savings Strategy Charitable Giving Retirement Planning Family Assistance Savings Strategy Education Income Strategy Living Expenses Children Retiree Health Reimbursement Plan Personal (Taxable IRA Annuity) Assisting Parents Comprehensive Insurance Workplace Investments Living Expenses Parents Protect your income and personal assets. Save time and money, and give charitably. Benefits and Social Security Health Care/Long-term Care Disability Employee Assistance Program Group Auto & Home Insurance Concierge Services Group Long-Term-Care Insurance Commuter Benefit Program Disability Group Personal and Excess Liability Employee Discounts Premature Death Protection Life and Accident Insurance Fidelity Charitable Employee Match Program Health Care/Long-term Care Income Protection Outliving Income Annual Profit Sharing contribution of up to 10% Health Savings Account Health Improvement Program Fitness Reimbursement Program Convenient Work and Life Programs Dependent Care Flexible Spending Account Backup Dependent Care Adoption Assistance Tuition Reimbursement Program Computer Equipment Purchase Program 43 of the 50 states, In you ll find at least one Fidelity branch. Fidelity regularly reviews and updates its benefits program to best meet our associates needs; therefore, these programs may change at any time. * Recipient of the National Business Group on Health: Best Employers for Healthy Lifestyle award, 2013 (Gold Status) and 2014 (Platinum Status), along with several healthiest employer awards from local organizations in regional site locations.

8 O ur branch prod uct o f f erin gs Let s talk bene fits The success of Fidelity rests on the one-on-one guidance and strong, lifetime relationships we build with our clients. Every day, we strive to answer all their questions, meet all their needs, and provide needs-based financial planning expertise. That s why we offer such a wide array of products and services. Time and time again, we re told that one of the most pleasant surprises our Branch employees learn upon joining our team is the breadth and depth of our offerings. We re focused on doing right by our clients and our innovative products and solutions demonstrate this. As a company, we know that our associates play a critical role in helping our clients live the lives they want by providing the best customer experience. We also know that the health of our company is directly related to the health of our people. At Fidelity, we invest in our greatest resource our associates in many ways, including through a complete benefits offering. Designed to meet the unique needs of our associates and their families, our comprehensive program ensures they have what they need today and down the road. Here are just some of the highlights: Investment Strategy Asset Protection Asset Allocation Estate Planning Tactical Allocation Wills Asset Location Trusts Market-leading Retirement Benefits Award-Winning Health & Wellness Program* Save and invest for retirement on a tax-advantaged basis in a meaningful way. Our culture promotes your health and well-being. Profit Sharing Plan Pretax 401(k) and/or after-tax Roth 401(k) employee contributions 7% Company-matching contribution on your contributions Medical and dental coverage Prescription coverage Flexible Spending Account Tax-Efficient Investing Wealth Transfer Taxable Savings Strategy Charitable Giving Retirement Planning Family Assistance Savings Strategy Education Income Strategy Living Expenses Children Retiree Health Reimbursement Plan Personal (Taxable IRA Annuity) Assisting Parents Comprehensive Insurance Workplace Investments Living Expenses Parents Protect your income and personal assets. Save time and money, and give charitably. Benefits and Social Security Health Care/Long-term Care Disability Employee Assistance Program Group Auto & Home Insurance Concierge Services Group Long-Term-Care Insurance Commuter Benefit Program Disability Group Personal and Excess Liability Employee Discounts Premature Death Protection Life and Accident Insurance Fidelity Charitable Employee Match Program Health Care/Long-term Care Income Protection Outliving Income Annual Profit Sharing contribution of up to 10% Health Savings Account Health Improvement Program Fitness Reimbursement Program Convenient Work and Life Programs Dependent Care Flexible Spending Account Backup Dependent Care Adoption Assistance Tuition Reimbursement Program Computer Equipment Purchase Program 43 of the 50 states, In you ll find at least one Fidelity branch. Fidelity regularly reviews and updates its benefits program to best meet our associates needs; therefore, these programs may change at any time. * Recipient of the National Business Group on Health: Best Employers for Healthy Lifestyle award, 2013 (Gold Status) and 2014 (Platinum Status), along with several healthiest employer awards from local organizations in regional site locations.

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10 branch.fidelitycareers.com branch.fidelitycareers.com 2015 FMR LLC. All rights reserved. Fidelity Investments is an equal opportunity employer TAKE THE NE XT STE P I N Y O U R C A R EER. Br an c h c ar e e r s at f i d el i t y