![Fidelity Investments](https://media.trabajo.org/img/noimg.jpg)
Financial Planner
1 month ago
Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | Chairman & CEO Fidelity Investments
Is it time to explore new challenges in your career? 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 an elite 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 Were Looking For- FINRA Series 7 & 63 required prior to hire
- Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
- Five years financial services experience, with 3-5 years of sales experience
- A CFP is helpful; if you dont already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
- You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
- Excellent knowledge of investment products
- Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization
- Strong technological acumen and comfort with learning how to use new tools
- Excels in paperless work environment by leveraging technology
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action
- Extraordinary listening and communication skills, confident public speaking, and group dynamics
- Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the clients broad range of investment needs
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
- No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning
- Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
- Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
- You are developing existing relationships to retain and increase total assets and profitability
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, youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve 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.
We welcome those with experience in jobs such as Bookkeeper, Retail Sales Representative, and Accounts Receivable Clerk and others in the Accounting and Finance to apply. Required Preferred Job Industries- Other
We have other current jobs related to this field that you can find below
-
Associate Financial Planner
1 month ago
Frisco, United States SNI Financial Full timeSNI has partnered with one of the Top Specialized Accounting firms that operates across all 50 states. This is a great opportunity for accounting and tax professionals who are currently looking to make a transition out of the public accounting space, into a role with that offers a great work-life balance with stability and a close-knit work culture. The...
-
Associate Financial Planner
1 month ago
Frisco, United States SNI Financial Full timeSNI has partnered with one of the Top Specialized Accounting firms that operates across all 50 states.This is a great opportunity for accounting and tax professionals who are currently looking to make a transition out of the public accounting space, into a role with that offers a great work-life balance with stability and a close-knit work culture. The...
-
Associate Financial Planner-Active CPA/CFP
3 weeks ago
Frisco, United States MDA Edge Full timeJob Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Essential Functions: In conjunction with the...
-
Loan Officer
1 week ago
Frisco, United States CMG Financial Full timePOSITION OVERVIEW The Loan Officer is responsible for originating mortgage loans by meeting with potential borrowers to determine appropriate product, obtain proper documentation and follow through with the entire loan process. Essential Duties and Responsibilities: Originate quality FHA, VA and conventional mortgage and home equity loans. Manage customers...
-
Retail Planner
2 months ago
Frisco, United States Mad Engine Global LLC Full timeJob DescriptionJob DescriptionSTATUS:Non-Exempt, Full-Time REPORTS TO:Director of Retail Planning POSITION SUMMARYThe Retail Planner is responsible for the day-to-day management of customer demand and reconciling it against financial and inventory plans. The Planner will be primarily focused on planning, vendor managed orders, and assessing and recommending...
-
Frisco, United States Magellan Health Full timeSupervising PFC's in Alaska, Guam, Hawaii, Japan and Korea.Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of...
-
Frisco, United States Magellan Health Full timeSupervising PFC's in Alaska, Guam, Hawaii, Japan and Korea. Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of...
-
Junior Planner
2 months ago
Frisco, United States Mad Engine Global LLC Full timeJob DescriptionJob DescriptionREPORTS TO:Director of License Planning POSITION SUMMARYThe Licensing Planner is responsible for analyzing sales, providing weekly licensed selling reports, UPC reports for licensors, monthly and/ or quarterly forecast updates and accruals, as well as any other financial data requested by licensor partners.ESSENTIAL DUTIES &...
-
Regional Supervisor, PFC
1 week ago
Frisco, United States Magellan Health Full timePrimary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of...
-
Merrill Financial Solutions Advisor
2 months ago
Frisco, United States Bank of America Full timeJob Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Regional Supervisor, PFC
1 month ago
Frisco, United States Magellan Health Full timePrimary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of...
-
Land Analyst
2 weeks ago
Frisco, United States Construction Jobs Inc Full timeAs a Land Analyst working for Taylor Morrison you will assist with the identification, evaluation and acquisition of properties that competitively position the Division for success. We trust that as a Land Analyst you will: (responsibilities) Track new and existing acquisition opportunities Keep abreast of local market land transactions and emerging...
-
VP, Private Asset Management Regional Director
2 weeks ago
Frisco, Texas, United States TIAA Full timeRegional DirectorThe Senior Director, Portfolio Management, is responsible for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management. Partners with the Managing Director on strategic management issues, this leader will develop the direction of their team and will be responsible for the team's tactical direction and results....
-
Major Outage Project Lead- HROC
2 months ago
Frisco, United States Heidelberg Materials US, Inc. Full timeAutoReqId: 19080BR Pay Class: Salaried Exempt Minimum Pay Rate: $102,300.00 Maximum Pay Rate: $140,662.50 Department: Technical Line of Business: Corporate Administration (SSC, IT, Employee Services, Etc.) Position Type: Full-Time Job Posting: THE ROLE AND THE COMPANY Heidelberg Materials provides the materials to build our future....
-
Civil PE
2 months ago
Frisco, United States Parkhill Full timeJoin Parkhill's dynamic team in Frisco, Texas as a professional civil engineer specializing in site development! This is your chance to lead and expand a talented team, elevating Parkhill's expertise and impact in site development projects. Be a part of our growth and make a lasting difference in the industry. Life at Parkhill Parkhill is one of the...
-
Water/Wastewater Master Planning Project Manager
2 weeks ago
Frisco, United States Freese and Nichols’ Water Resource Design Group Full timeWater/Wastewater Master Planning Project Manager page is loaded Water/Wastewater Master Planning Project Manager Apply locations Dallas, Texas Frisco, Texas Fort Worth, Texas Denton, Texas posted on Posted 30+ Days Ago job requisition id JR101060 Freese and Nichols is seeking an Engineering Project Manager with a strong technical background in...