Wealth Planner

2 weeks ago


Annapolis MD United States CFA Institute Full time

Job Description: Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions
Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:

Certified Financial Planner / CFP - Issuing Authority, 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 top 10 Best Place to Work in 2024, we have been recognized by our employees. 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.

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 and may be asked to provide additional documentation as requested.

We invite you to Find Your Fidelity .

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.

#J-18808-Ljbffr
  • Senior Wealth Planner

    2 weeks ago


    San Francisco, CA, United States HSBC Full time

    Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world –...

  • Wealth Planner

    3 weeks ago


    Naples, FL, United States Fidelity TalentSource LLC Full time

    Job Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...

  • PWM Wealth Planner

    2 weeks ago


    San Francisco, CA, United States U.S. Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • PWM Wealth Planner

    2 weeks ago


    San Francisco, CA, United States Us Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • J.P. Morgan Advisors

    2 weeks ago


    San Francisco, CA, United States JPMorgan Chase & Co. Full time

    J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions...


  • The Woodlands, TX, United States Fidelity TalentSource LLC Full time

    Job Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...


  • Oakland, MD, United States GPAC Full time

    We are seeking a productive, focused, wealth advisor passionate about helping others build wealth to join a local bank's wealth and trust team.SALARIED POSITION with commissions, Hybrid and Remote options considered for the right advisor.Position Responsibilities: - Solicit new and existing financial planning and investments solutions from business owners,...


  • The Woodlands, TX, United States Fidelity TalentSource LLC Full time

    Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful...

  • Wealth Advisor

    2 weeks ago


    Morgantown, WV, United States GPAC Full time

    We are seeking a productive, focused, wealth advisor passionate about helping others build wealth to join a local bank's wealth and trust team.SALARIED POSITION with commissions, Hybrid and Remote options considered for the right advisor.Position Responsibilities: - Solicit new and existing financial planning and investments solutions from business owners,...


  • Seattle, WA, United States Range Finance, Inc. Full time

    Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that...


  • Jericho, NY, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...


  • Bloomingdale, DC, United States Sentinel Asset Management LLC Full time

        Compensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential! Location: Columbia, Maryland (Onsite work required). Relocation assistance is available! Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele. Job Type: Full-time W-2 position Benefits: ...


  • Boston, MA, United States JPMorgan Chase & Co. Full time

    Wealth Planning & Advice is a group of professionals with expertise in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g.,...

  • Associate Advisor

    4 weeks ago


    Vienna, VA, United States Savant Wealth Management Full time

    Associate Advisor in Vienna, VA Grow Your Career with Savant Wealth Management Are you ready to start your journey toward becoming a Certified Financial Planner (CFP)? As an Associate Advisor at Savant Wealth Management, youll play a key role in delivering exceptional client service while mastering our proven financial planning process.In this entry-level...

  • Sr Wealth Advisor

    2 weeks ago


    Walnut Creek, CA, United States Mercer Advisors Inc Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Senior Planner

    2 weeks ago


    Saint Louis, MO, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    3 weeks ago


    Saint Louis, MO, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...


  • Village of Ballston Spa, NY, United States Ballston Spa National Bank Full time

    Vice President, Wealth Management Solutions Ballston Spa National Bank, Ballston Spa, United States Invest in Your Future at BSNB!BSNB is seeking a dynamic individual for the position of Vice President, Wealth Management Solutions to oversee our growing and innovative Wealth Management Solutions Department. In this role, you will lead all aspects of the...

  • Wealth Planner

    2 weeks ago


    Paramus, NJ, United States CFA Institute Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Production Planner II

    2 months ago


    Portland, ME, United States Bio-Rad Laboratories Full time

    As the Production Planner II you will maintain optimal workflow for the Production facility through short term finite scheduling, monitoring daily exceptions, analyzing data and resolving routine issues and work in our Bio-Rad Portland, Maine site. As a Bio-Rad Planner, you will establish and maintain Production schedules as required by ERP system and/or...