Financial Planner

Fidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.

• Build and maintain strong relationships with clients to understand their financial needs and goals.
• Develop and implement personalized financial plans to help clients achieve their objectives.
• Provide expert advice on investment strategies, retirement planning, and wealth management.
• Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
• Previous success in building relationships, uncovering needs, and recommending solutions.
• Strong communication and interpersonal skills to effectively engage with clients.
• Ability to work in a fast-paced environment and prioritize multiple tasks.

Fidelity Investments offers 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.

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.