Financial Planner

4 weeks ago

Princeton, New Jersey, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at Fidelity Investments. As a Financial Planner, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop and implement comprehensive financial plans, including investment strategies and retirement planning.
  • Provide expert advice on investment products and services, including mutual funds, stocks, and bonds.
  • Stay up-to-date with market trends and economic conditions, making informed recommendations to clients.
  • Collaborate with other financial professionals to ensure seamless client service and support.
Requirements
  • 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, investment management, or a related field.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Extensive knowledge of investment products and services, including mutual funds, stocks, and bonds.
What We Offer

Fidelity Investments is a leading provider of financial services, offering a comprehensive range of products and services to individuals, businesses, and institutions. As a Financial Planner with Fidelity, you will have access to:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced financial professionals.
Why Join Fidelity?

Fidelity Investments is a company that values integrity, honesty, and the safety of our associates and clients. We are committed to building a diverse and inclusive workplace, where everyone has the opportunity to succeed. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply for this exciting opportunity.

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