Financial Planning Specialist

21 hours ago


Rockville, Maryland, United States Fidelity Investments Full time
About the Role

We are seeking an experienced Financial Planning Specialist to join our team in building strong relationships with our clients. In this role, you will be responsible for engaging face-to-face with clients, offering guidance and personalized planning, while helping extend the reach of our firm's brand.

Key Responsibilities
  • BUILD STRONG RELATIONSHIPS WITH CLIENTS: Develop a deep understanding of client needs and preferences, and tailor financial plans to meet their unique goals and objectives.
  • DELIVER OUTSTANDING CUSTOMER SERVICE: Provide exceptional guidance and support to clients, ensuring they feel valued and empowered to achieve their financial objectives.
  • ANALYZE AND RECOMMEND SOLUTIONS: Conduct thorough analyses of clients' financial situations, and provide recommendations on investment strategies, retirement plans, and other financial solutions.
Requirements
  • FINANCIAL INDUSTRY EXPERIENCE: A minimum of 1-2 years of experience in the financial industry, preferably in a sales or relationship-building capacity.
  • FINANCIAL PLANNING CERTIFICATION: Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • EXCELLENT COMMUNICATION SKILLS: Strong interpersonal skills, with the ability to present complex financial information in a clear and concise manner.
  • DEGREE AND/OR PROFESSIONAL CERTIFICATIONS: 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.
Benefits
  • CAREER GROWTH OPPORTUNITIES: We offer training in-branch, regionally, nationally, and virtually to help you develop your skills and advance in your career.
  • FLEXIBLE WORK ARRANGEMENTS: Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to balance your work and personal life.
  • COMPETITIVE SALARY AND BONUS POTENTIAL: The base salary range for this position is $55,000 - $75,000 per year, with bonus potential based on performance.
About Fidelity Investments

Fidelity Investments is a leading provider of financial services, with a long history of innovation and customer satisfaction. Our company values include integrity, excellence, teamwork, and customer service, and we strive to create a workplace that is inclusive, supportive, and empowering for all employees.



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