Financial Planning Specialist

4 weeks ago


Center Valley, Pennsylvania, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve those goals.

Key Responsibilities
  • Conduct financial needs assessments and develop comprehensive investment plans for clients
  • Provide ongoing investment advice and guidance to clients
  • Collaborate with other Fidelity teams to ensure seamless delivery of services to clients
  • Stay up-to-date on industry trends and developments to provide expert advice to clients
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Previous experience in financial planning or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer

Fidelity Investments offers a competitive compensation package, including a stable base salary, bonuses, and comprehensive benefits. We also offer opportunities for professional growth and development, including training and education programs.

About Fidelity Investments

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a range of investment products and services, including brokerage accounts, retirement accounts, and investment advice.



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