Financial Planner

3 weeks ago


Grand Rapids, Michigan, United States Fidelity Investments Full time
Unlock Your Potential as a Financial Consultant at Fidelity Investments

Are you a skilled financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? If so, we invite you to join our team at Fidelity Investments as a Financial Consultant.

About the Role

As a Financial Consultant, you will work closely with our clients to understand their financial needs and goals. You will provide personalized guidance and recommendations to help them achieve financial stability and success. Your expertise will be invaluable in helping our clients navigate the complex world of finance and make informed decisions about their investments.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Provide personalized guidance and recommendations to help clients achieve financial stability and success
  • Stay up-to-date on market trends and developments to provide expert advice to clients
  • Collaborate with other financial professionals to develop and implement comprehensive financial plans
  • Continuously evaluate and improve client relationships to ensure exceptional customer service
What We Offer

At Fidelity Investments, we offer a competitive compensation package, including a stable base salary, bonuses, and comprehensive benefits. We also provide ongoing training and development opportunities to help you advance your career and achieve your goals. Our hybrid working model allows you to balance work and personal life, and our commitment to diversity and inclusion ensures that everyone feels valued and respected.

Requirements
  • 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
Why Join Fidelity Investments?

At Fidelity Investments, we are committed to helping our clients achieve financial stability and success. We believe in the importance of building strong relationships with our clients and providing personalized guidance and recommendations to help them achieve their goals. If you share our values and are passionate about helping others, we invite you to join our team as a Financial Consultant.



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