Senior Financial Strategist

6 days ago


Naples, Florida, United States Fidelity TalentSource LLC Full time
Job Overview
We are seeking a skilled Senior Financial Strategist to join our team at Fidelity Investments. This is an exciting opportunity for a dedicated professional to work with high-net-worth individuals and families, providing personalized financial planning and wealth management services.

About the Role
The ideal candidate will possess strong analytical and communication skills, as well as the ability to build trust with clients and develop lasting relationships. The Senior Financial Strategist will be responsible for creating comprehensive financial plans tailored to each client's unique needs and goals. This includes analyzing their financial situation, identifying areas for improvement, and implementing effective strategies to achieve their objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for high-net-worth clients
  • Analyze clients' financial situations, identifying opportunities for growth and improvement
  • Build and maintain strong relationships with clients, providing exceptional customer service and support
  • Stay up-to-date with market trends and regulatory changes, ensuring clients' investments are aligned with their goals and risk tolerance

Requirements
To be successful in this role, you will need:
  • Bachelor's degree in Finance, Economics, or a related field
  • 5+ years of experience in financial planning and wealth management, preferably with a reputable firm like Fidelity
  • Strong knowledge of investment products, tax strategies, and estate planning
  • Excellent communication and interpersonal skills, with the ability to build trust with clients and colleagues

Career Development Opportunities
Fidelity offers a range of career development opportunities, including training programs, mentorship initiatives, and ongoing education resources. As a Senior Financial Strategist, you will have access to advanced training and certification programs, enabling you to stay at the forefront of industry developments and best practices.

Compensation and Benefits
We offer a competitive salary of $120,000 - $150,000 per annum, depending on your level of experience. Additionally, you will receive a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to balance work and personal life effectively.

Why Join Fidelity?
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We believe that our commitment to these values has contributed significantly to our reputation as a trusted and respected leader in the financial services sector. By joining our team, you will become part of a dynamic and supportive community of professionals who share your passion for delivering exceptional service and results.

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