Financial Planning Expert

3 weeks ago


Princeton, New Jersey, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a highly skilled Financial Planning Expert to join our team.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide expert guidance on investment strategies and products, ensuring that clients receive tailored advice.
  • Build and maintain strong relationships with clients, delivering exceptional customer service and support.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring that clients receive the best possible advice.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
  • 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.
What We Offer

Fidelity Investments offers 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.

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Why Join Fidelity Investments?

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.



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