Financial Planning Specialist
5 days ago
About the Role
We are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.
Key Responsibilities
- Conduct in-depth consultations with clients to understand their financial needs and goals
- Develop and implement comprehensive financial plans that align with clients' objectives
- Collaborate with clients to identify opportunities to optimize their financial portfolios and achieve long-term success
- Stay up-to-date on industry trends and best practices to ensure clients receive the highest level of service
- Mentor and support the development of junior team members
Requirements
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Financial services experience preferably in financial planning
- Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer
Fidelity Investments is committed to providing 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.
Certifications:
Series 07 – FINRA, Series 66 – FINRA
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