Financial Planner

2 weeks ago

The Woodlands TX United States Fidelity Investments Full time
Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
  • Remarkable knowledge of investment products
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career

This position will be based in the Biltmore Investor Center in Arizona.

Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

We welcome those with experience in jobs such as Accounting Assistant, Controller, and Financial Analyst and others in the Accounting and Finance to apply.

  • Certified Financial Planner

    7 hours ago

    The Woodlands, United States Carson Wealth Full time

    Financial PlannerAbout the CompanyAt Carson Wealth, we are focused on innovation in the wealth management industry. Carson is one of the fastest-growing RIAs in the country, and our dedication is to putting clients first. Our technology makes our client experience second to none, and we are continually enhancing the value we bring to our clients.We are...

  • Certified Financial Planner

    7 days ago

    The Woodlands, United States Carson Wealth Full time

    Financial PlannerAbout the CompanyAt Carson Wealth, we are focused on innovation in the wealth management industry. Carson is one of the fastest-growing RIAs in the country, and our dedication is to putting clients first. Our technology makes our client experience second to none, and we are continually enhancing the value we bring to our clients.We are...

  • Financial Advisor

    6 days ago

    New York, NY, United States Selby Jennings Full time

    Responsibilities:- Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters.- Conduct in-depth financial analysis and develop personalized financial plans tailored to each client's unique goals, risk tolerance, and time horizon.- Provide guidance and recommendations...

  • Turnaround (TAR/ TA) Cost Supervisor

    7 hours ago

    The Woodlands, United States NES Fircroft Full time

    Job Title – Turnaround (TAR/ TA) Cost Supervisor Job Type – Permanent, Full-Time Work Schedule – Hybrid Location – Houston, TX, Deer Park, TX The TAR Cost Supervisor plays a pivotal role in overseeing the development, implementation, and operation of a comprehensive cost control system within the Turnaround (TA) context. Leading a team of cost...

  • Turnaround (TAR/ TA) Cost Supervisor

    3 minutes ago

    The Woodlands, United States NES Fircroft Full time

    Job Title – Turnaround (TAR/ TA) Cost Supervisor Job Type – Permanent, Full-Time Work Schedule – Hybrid Location – Houston, TX, Deer Park, TX The TAR Cost Supervisor plays a pivotal role in overseeing the development, implementation, and operation of a comprehensive cost control system within the Turnaround (TA) context. Leading a team of cost...

  • Planning Consultant

    19 hours ago

    The Villages, United States Fidelity Investments Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Senior Director, Financial Planning

    4 weeks ago

    Springfield, MO, United States EDWARD JONES Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our...

  • Planning Consultant

    6 days ago

    The Villages, United States Fidelity Talentsource Llc Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Planning Consultant

    7 days ago

    The Villages, United States Fidelity TalentSource LLC Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Senior Wealth Manager

    4 weeks ago

    United States of America Selby Jennings Full time

    Title: Join Our Team as a Principal Wealth Manager in the Financial Services Sector!Introductory paragraph:We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselves on providing innovative solutions that change the future of Wealth Management....

  • Planning Consultant

    1 week ago

    The Villages, United States Fidelity TalentSource LLC Full time

    Job Description:Investor Center Planning ConsultantThrough your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • HOSPITAL LIAISON

    2 weeks ago

    , TX, United States PAM Health Full time

    Hospital Liaison/Clinical Navigator - PRN Nights (5p-12a)This position works under the direction of the Director of Business Development. Cultivates referral relationships, manages assigned territory, and completes patient assessments. Makes sales contacts as well as analysis of referral and admission data from assigned territory. Works collaboratively with...

  • CLINICAL NAVIGATOR

    2 weeks ago

    , TX, United States PAM Health Full time

    Clinical NavigatorThis position works under the direction of the Director of Business Development. Cultivates referral relationships, manages assigned territory, and completes patient assessments. Makes sales contacts as well as analysis of referral and admission data from assigned territory. Works collaboratively with business development team members...

  • Investment Consultant- Irvine, CA

    2 days ago

    Irvine, CA, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...

  • RN - HOME HEALTH

    2 weeks ago

    , CA, United States Providence Health & Services Full time

    $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment.RN - HOME HEALTHSchedule: Full time, Day shiftPossible Service Locations: will travel/service around San Clemente, San Juan Cap., Dana Point and some surrounding areas.May sometimes cover around Laguna Beach, Aliso Viejo, Laguna Hills down to San...

  • Economic Analyst and Planner

    4 days ago

    Austin, TX, 78716, Travis County, TX, United States Burns & McDonnell Full time

    Description Burns & McDonnell has an opening for a solid waste professional for our Austin, TX, office who will work in a team atmosphere by managing projects, performing detailed technical, financial and operational analyses and working in project execution. Burns & McDonnell is a 100% employee-owned firm ranked numerous times on FORTUNE's List of 100...

  • Planning Analyst

    1 week ago

    Suffolk City, VA, United States Virginia Department of Transportation Full time

    Title: Planning Analyst (Hourly) - Part Time State Role Title: Prog Admin Specialist II Hiring Range: $30.76 - $49.99 Pay Band: 5 Agency: VA Dept of Transportation Location: Hampton Roads District Office Agency Website: jobs.virginia.gov Recruitment Type: General Public - G Job Duties District PIMSupport District PIM section and project development by...

  • CLINICAL ASSISTANT NURSE MANGER

    4 weeks ago

    , FL, United States Orlando Health Full time

    Position Summary Orlando Health Winnie Palmer Hospital for Women & Babies Located on the downtown Orlando campus, Orlando Health Winnie Palmer Hospital for Women & Babies opened in 2006, providing programs and services focused on the unique needs of women and newborns. Specialized care covers all facets of women's health, from comprehensive gynecological...

  • Senior Superintendent

    2 weeks ago

    Dale County, AL, United States Eclipse Brand Builders Full time

    Do you have what it takes to run a commercial construction job site as an experienced general superintendent, with a minimum of 20 years of proven experience? Are you also a leader who can communicate with clients and manage subcontractors to ensure we exceed our clients' expectations for quality, schedule and budget? If this sounds like you, we want you on...

  • Admissions Director

    6 days ago

    Boyertown, PA, United States Sanatoga Court - Pottstown, PA Full time

    Benefits*Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off*Variable compensation plans*Inclusive workplace with DEI committee. DEI is a part of our company's DNA.*Tuition, Travel, and Wireless Service Discounts*Nursing Student Loan Debt Repayment and Tuition Assistance*Employee Assistance Program to support mental health*Employee...