Strategic Financial Planning Expert
6 days ago
We are seeking a highly skilled Strategic Financial Planning Expert to join our team at Fidelity Investments. In this role, you will play a crucial part in helping clients achieve their financial goals by providing expert planning and guidance.
About the RoleThis is a hybrid position, with associates working onsite 4 days a week and remote one day a week. As a Strategic Financial Planning Expert, you will work closely with Financial Consultants and Wealth Planners to deliver exceptional client experiences.
Key Responsibilities- Conduct joint appointments with clients to provide personalized financial planning and guidance
- Educate clients on various financial products and services to help them make informed decisions
- Create and maintain an organized client contact strategy using tools like Salesforce
- BUILD LONG-LASTING RELATIONSHIPS WITH CLIENTS BY PROVIDING EXCEPTIONAL CUSTOMER SERVICE
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Financial services experience preferably in financial planning
- Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Fidelity offers a competitive total rewards package, including a stable base salary of $$$60,000 - $80,000 per year***, and a range of benefits designed to support your overall well-being. Our company culture values honesty, integrity, and safety, and we take pride in being a top 10 Best Place to Work according to Glassdoor Employees Choice Award.
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