Monetary Strategy and Planning Consultant

4 weeks ago

US Bridgewater NJ USA Fidelity Investments Full time
Job Overview

As a Monetary Strategy and Planning Consultant at Fidelity Investments, you will play a crucial role in helping our clients achieve their financial goals. This is a unique opportunity to work with a stable industry leader, leveraging our existing client base and institutional feeders of business to drive growth and success.

The Role

You will be responsible for engaging face-to-face with customers, providing guidance and personalized planning to help them navigate complex financial decisions. Our open architecture product platform and top resources in the financial industry will support you in nurturing relationships with our existing client base.

Key Responsibilities
  • Build strong relationships with clients, uncovering their needs and recommending tailored solutions
  • Develop and implement comprehensive financial plans, leveraging your expertise in investment solutions and retirement planning
  • Collaborate with cross-functional teams to deliver exceptional customer experiences and drive business growth
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices
What We Offer

Fidelity Investments is committed to empowering our associates to thrive in their careers and beyond. We offer a competitive total rewards package, including a stable base salary, and a range of benefits to support your well-being and professional growth. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to balance work and life effectively.

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 communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines
  • Commitment to delivering exceptional customer experiences and driving business growth
Why Join Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Our commitment to diversity, equity, and inclusion ensures that everyone has an equal opportunity to succeed. We invite you to Find Your Fidelity and discover a career that positively impacts peoples' lives, including yours.

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