Financial Planning Analyst

3 weeks ago


Boston, Massachusetts, United States Fidelity Investments Full time

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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