Financial Planner

4 days ago

Wayne, New Jersey, United States Fidelity Investments Full time
Job Description:

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

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement comprehensive investment plans to help clients achieve their financial objectives
  • Provide ongoing portfolio management and monitoring to ensure clients' investments are aligned with their goals
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients
  • Collaborate with other Fidelity teams to provide a seamless client experience

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 success in building relationships, uncovering needs, and recommending solutions
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

What We Offer:

  • A competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A supportive and collaborative work environment that values honesty, integrity, and the safety of our associates and customers

About Fidelity Investments:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Why Join Fidelity:

We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We welcome those with experience in jobs such as Residential Real Estate Agent, Accountant, and Payroll Specialist and others in the Accounting and Finance to apply.

Equal Opportunity Employer:

Fidelity Investments is an equal opportunity employer. We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

  • Financial Planner

    3 days ago

    Wayne, New Jersey, United States Fidelity Investments Full time

    Job Opportunity: Financial PlannerFidelity Investments is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.About the RoleThis is a unique opportunity to work with a stable...

  • Financial Planner

    4 days ago

    Wayne, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Planner to join our team at Fidelity Investments. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Financial Planner

    1 week ago

    Wayne, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Relationship Manager EGP

    4 weeks ago

    Wayne, Pennsylvania, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their unique needs.Key...

  • Trust Officer

    1 month ago

    Wayne, United States gpac Full time

    We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various @types of trusts and estates -...

  • Transportation Manager

    3 weeks ago

    Fort Wayne, Indiana, United States CRST International Full time

    **Job Summary:**We are seeking a skilled Driver Manager to join our team at CRST International. As a key member of our Specialized Solutions team, you will be responsible for communicating load assignments and requirements to owner-operators, confirming load acceptance, and handling financial discrepancies. You will also be responsible for maintaining...

  • Wealth Planner

    6 days ago

    Wayne, NJ, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • General Manager

    3 weeks ago

    Fort Wayne, United States Holiday Inn Express and Suites Full time

    Job description We are looking for an experienced Hotel Manager to take charge and manage our hotel with pride of ownership. We are looking for an entrepreneurial leader who loves the public and is obsessed with building a culture of excellence and cleanliness! Does this sound like you? The GM will oversee the daily operations of our hotel to ensure the...

  • Production Planning Specialist

    4 days ago

    Fort Wayne, Indiana, United States BAE Systems Full time

    Job DescriptionBAE Systems is seeking an experienced professional to join an integrated production planning team. The successful candidate will plan, prepare, issue, and control production schedules, ensuring a controlled flow of approved materials to meet demand requirements.The ideal candidate will collaborate with the team to effectively manage physical...