Senior Financial Strategist

1 week ago


New York, New York, United States Fidelity Investments Full time
Unlock Your Potential as a Senior Financial Strategist

Are you ready to take your career to the next level? As a Senior Financial Strategist at Fidelity Investments, you will have the opportunity to work with clients to create personalized financial plans that meet their unique needs and goals. With our state-of-the-art technology and extensive resources, you will be able to provide top-notch guidance and support to help your clients achieve financial success.

About the Role

We are seeking an experienced professional who is passionate about delivering exceptional client experiences and has a strong background in financial planning and analysis. As a Senior Financial Strategist, you will be responsible for building relationships with clients, identifying their financial goals and objectives, and developing customized solutions to meet their needs. You will also collaborate with cross-functional teams to ensure seamless delivery of services and support to clients.

The Ideal Candidate
  • You have a proven track record of success in financial planning and analysis, with a strong understanding of investment products and strategies.
  • You possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
  • You are a strategic thinker with a keen eye for detail, and are able to analyze complex data sets to identify opportunities for growth and improvement.
What We Offer

As a Senior Financial Strategist at Fidelity Investments, you can expect a competitive salary, bonus structure, and comprehensive benefits package. Our hybrid working model allows for flexibility and work-life balance, while our ongoing training and development programs will help you grow and succeed in your career. Join our team today and discover the rewards of working with a leading financial institution

$83,000 - $110,000 per year, depending on experience.

Our Story

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We are dedicated to helping people invest and plan for their future, while providing institutions and independent advisors with investment and technology solutions. Join us and become part of a dynamic team that is shaping the future of finance



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