Senior Financial Strategist

5 days ago


San Diego, California, United States Fidelity TalentSource LLC Full time

Company Overview

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We help individuals and families invest and plan for their future, while also assisting companies and non-profit organizations in delivering benefits to their employees.

Role Summary

We are seeking a highly skilled Senior Financial Strategist to join our team of experts in Private Wealth Management. In this role, you will work closely with clients to develop comprehensive financial plans that meet their unique needs and goals.

Key Responsibilities

  • Develop and implement personalized financial plans for high net worth individuals and families
  • Analyze client data and provide actionable insights to inform investment decisions
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Maintain up-to-date knowledge of industry trends and best practices in wealth management

Required Skills and Qualifications

  • Series 7, 63, 65, 66 licenses required; CFP certification preferred
  • Minimum 12 years of experience in financial services, including complex planning and product offerings
  • Bachelor's degree required; advanced degree a plus
  • Excellent communication and interpersonal skills

Benefits

  • Competitive salary range: $115,000 - $200,000 per year
  • Bonus or other variable compensation opportunities available
  • Comprehensive health care coverage and emotional well-being support
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Education assistance, including student loan repayment and tuition reimbursement

Additional Information

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Most roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.



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