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Monetary Strategy and Planning Consultant
1 month ago
Fidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a highly skilled Monetary Strategy and Planning Consultant to join our team.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide expert advice on investment strategies and portfolio management, helping clients to make informed decisions about their financial futures.
- Build and maintain strong relationships with clients, providing exceptional customer service and support.
- Stay up-to-date with industry trends and developments, ensuring that clients receive the latest and most effective financial solutions.
- Proven experience in financial planning and advisory, with a strong background in investment strategy and portfolio management.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- 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.
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.
Why Join Fidelity?- Opportunity to work with a leading financial services company that is dedicated to helping individuals and institutions achieve their financial goals.
- Chance to develop your skills and expertise in financial planning and advisory, with access to industry-leading training and development programs.
- Collaborative and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service.
- Competitive compensation and benefits package, including a stable base salary and comprehensive benefits.
If you are a motivated and experienced financial planning and advisory professional who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.
