Wealth Strategist

2 weeks ago

TX United States Fidelity Investments Full time
Job Overview

As a Wealth Planner at Fidelity Investments, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial situations, provide personalized investment advice, and develop tailored financial plans to help them achieve their objectives.

Key Responsibilities
  • Provide exceptional client service and build strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive financial plans that align with clients' objectives and risk tolerance.
  • Offer personalized investment advice and guidance to help clients make informed decisions about their investments.
  • Stay up-to-date on market trends and economic conditions to provide clients with timely and relevant advice.
  • Collaborate with other Fidelity teams to provide a seamless client experience.
Requirements
  • FINRA Series 7 & 63 required prior to hire.
  • Series 65 and/or 66 and state registrations required within 3 months of hire.
  • Experience with High Net Worth clients.
  • A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it.
What We Offer

Fidelity Investments is a leading financial services company that offers a range of benefits and opportunities to its employees. As a Wealth Planner, you will have access to:

  • A comprehensive training program to help you develop your skills and knowledge.
  • A competitive compensation package, including bonuses and benefits.
  • The opportunity to work with a talented and diverse team of professionals.
  • Access to cutting-edge technology and tools to help you succeed in your role.
About Fidelity Investments

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.

Join Our Team

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We welcome applicants from diverse backgrounds and experiences.

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