Financial Planning Specialist
2 days ago
Fidelity Investments is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing personalized financial planning and investment advice to our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
- Provide ongoing investment advice and guidance to clients, helping them to achieve their financial objectives.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
- Stay up-to-date with market trends and economic conditions, and provide clients with informed and timely advice.
- Collaborate with other Fidelity teams to ensure seamless delivery of services to clients.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous experience in financial planning and investment advice, preferably in a retail or institutional setting.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Ability to work in a fast-paced environment, with multiple priorities and deadlines.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed recommendations.
- A competitive salary and bonus structure, with opportunities for career advancement.
- A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
- Access to ongoing training and professional development opportunities, to help you stay up-to-date with industry trends and best practices.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
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Financial Planning Specialist
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