Financial Planning Analyst
3 weeks ago
Role Overview
Fidelity Investments is seeking a skilled Financial Planning Analyst to join our Financial Solutions team. As a key member of this team, you will play a vital role in developing the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients.
Key Responsibilities
- Conducting financial planning research and assisting in the creation of Fidelity's planning methodologies and related collateral
- Identifying and accessing data for financial planning methodology research and development
- Identifying the impact of financial planning frameworks and decisions on customer behavior and outcomes
Requirements
- Excitement to help Fidelity customers with financial planning
- Data analytics; and programming languages such as R, Python, Visual Basic for Excel, SQL
- Bachelor's degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree
- Interest in pursuing the CFP designation to increase their financial planning domain knowledge
- 1-3 years of relevant financial services experience
About Fidelity
Fidelity is passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We offer a hybrid working model that blends the best of both onsite and offsite work experiences.
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