Wealth Strategist
2 days ago
Are you a skilled professional looking to make a meaningful impact in the financial industry? We're seeking a talented Wealth Strategist to join our team at Fidelity Investments.
The RoleAs a Wealth Strategist, you will work closely with clients to understand their financial goals and develop personalized investment plans to help them achieve their objectives. You will be responsible for providing expert guidance on investment strategies, retirement planning, and wealth management.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals
- Develop and implement personalized investment plans to help clients achieve their financial objectives
- Provide expert guidance on investment strategies, retirement planning, and wealth management
- Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
- 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
At Fidelity Investments, we offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join Fidelity?Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a range of opportunities for learning so you can build the career you've always imagined. Our hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates.
How to ApplyIf you're a motivated and results-driven professional looking to make a meaningful impact in the financial industry, we encourage you to apply for this exciting opportunity. Please visit our website to learn more about our application process and to submit your application.
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