Financial Planning Consultant
2 weeks ago
Fidelity Investments is seeking a skilled Financial Planning Consultant to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.
Key Responsibilities- Build strong relationships with clients, understanding their needs and preferences
- Develop and implement comprehensive financial plans, incorporating investment strategies and solutions
- Collaborate with cross-functional teams to deliver exceptional client experiences
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices
- 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
- 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
- A competitive total rewards package, including a stable base salary and bonus potential
- A comprehensive benefits program, including health, dental, and vision coverage, as well as 401(k) matching
- Opportunities for professional growth and development, including training and education programs
- A dynamic and supportive work environment, with a focus on collaboration and teamwork
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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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.
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