Financial Planning Specialist

2 days ago


Chicago, Illinois, United States Fidelity Investments Full time
Job Title: Financial Planning Specialist

Are you passionate about helping individuals and families achieve their financial goals? Do you have a knack for analyzing complex financial data and developing tailored investment strategies? If so, we may have the perfect opportunity for you

About the Role

As a Financial Planning Specialist at Fidelity Investments, you will work closely with clients to understand their financial objectives and develop personalized investment plans to help them achieve their goals. You will be responsible for analyzing financial data, identifying investment opportunities, and providing expert advice to clients.

Key Responsibilities
  • Analyze financial data and develop investment strategies to help clients achieve their financial goals
  • Work closely with clients to understand their financial objectives and develop personalized investment plans
  • Provide expert advice to clients on investment opportunities and financial planning
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
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
  • The opportunity to work with a leading financial services company and make a positive impact in the community
Why Join Fidelity?

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

We invite you to Find Your Fidelity at www.fidelity.com.

Fidelity Investments is an equal opportunity employer. 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 Accounts Payable Clerk, Staff Accountant, and Accounting Manager and others in the Accounting and Finance to apply.



  • Chicago, Illinois, United States Adams Street Partners Full time

    Job Title: Financial Planning SpecialistAdams Street Partners, a global private markets investment manager, is seeking a skilled Financial Planning Specialist to join their Management Company Accounting Team.Key Responsibilities:Develop dynamic financial models to forecast multiple scenarios and optimize financial resources.Own and maintain the firm's...


  • Chicago, Illinois, United States Robert W. Baird & Co. Full time

    Associate Financial AdvisorJoin our team of financial professionals at Robert W. Baird & Co. as an Associate Financial Advisor. In this role, you will provide specialized services to individual Financial Advisors and Baird Qualified Teams to assist in their ability to offer sophisticated wealth management solutions to individuals and families.Key...


  • Chicago, Illinois, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a highly skilled Financial Planning Specialist to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique needs and...


  • Chicago, Illinois, United States United Software Group Full time

    Job OpportunityUnited Software Group is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for analyzing financial data, developing financial models, and providing insights to inform business decisions.Key ResponsibilitiesFinancial Planning and Analysis:...


  • Chicago, Illinois, United States United Software Group Full time

    Job OpportunityUnited Software Group is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with experience in Oracle and Essbase. Additionally, they will possess excellent interpersonal and organizational skills, with the ability to lead...


  • Chicago, Illinois, United States Mesirow Financial Full time

    The Opportunity:Mesirow Financial is a leading independent financial services firm that has been serving clients for over 80 years. Our commitment to excellence and our employee-owned culture have earned us a reputation as one of the best places to work in Chicago.We are seeking a highly skilled and detail-oriented Financial Services Specialist to join our...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Accounts Payable SpecialistCreative Financial Staffing is seeking a detail-oriented and organized Accounts Payable Specialist to join their accounting team. As an Accounts Payable Specialist, you will be responsible for processing and verifying invoices, bills, and expense reports, as well as reconciling discrepancies in invoices and purchase orders.Key...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Accounts Payable SpecialistCreative Financial Staffing is seeking a detail-oriented and organized Accounts Payable Specialist to join their accounting team. As an Accounts Payable Specialist, you will be responsible for processing and verifying invoices, bills, and expense reports, as well as reconciling discrepancies in invoices and purchase orders.Key...


  • Chicago, Illinois, United States Gpac Full time

    Financial Planner RoleWe are seeking a skilled and experienced financial planner to collaborate with our advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals, and develop comprehensive financial plans to help them achieve those objectives.Key Responsibilities:Meet with clients to gather...


  • Chicago, Illinois, United States AscendHire Full time

    Unlock Your Potential as a Financial ConsultantAre you a seasoned financial expert looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We have an exciting opportunity for a Financial Consultant to join our team at AscendHire.Your Role in Catalyzing GrowthIn this key role, you will serve as a...


  • Chicago, Illinois, United States The Fountain Group Full time

    Job SummaryThe Fountain Group is seeking a highly skilled Financial Analyst II to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting. You will also provide analysis and insights to support business decision-making and collaborate with other departments to drive...


  • Chicago, Illinois, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial...


  • Chicago, Illinois, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial...


  • Chicago, Illinois, United States Avenica Full time

    Unlock Your Potential in Financial PlanningWe are seeking a motivated and driven individual to join our team as a Wealth Management Advisor. As a key member of our team, you will have the opportunity to make a meaningful impact on the lives of our clients by helping them achieve their financial goals.Key Responsibilities:Develop and implement financial plans...


  • Chicago, Illinois, United States SA Technologies Inc Full time

    Financial Analyst Job DescriptionSA Technologies Inc is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a crucial role in providing financial analysis and support to our facilities and support functions.Key Responsibilities:Provide financial analysis and support to Facilities and support functions.Plan, report, and...


  • Chicago, Illinois, United States Apex Fintech Solutions Full time

    About This RoleApex Fintech Solutions, a leading fintech company, is seeking a highly skilled FP&A Business Partner to provide strategic financial oversight and direction to our technology organization. This critical role will focus on serving as the lead FP&A business partner for the technology organization, partnering closely with technology leaders to...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Reporting Specialist to join our team at Creative Financial Staffing.Review and analyze funds' portfolio of investments, including detailed derivatives schedules, to ensure accuracy and compliance.Coordinate the annual investments confirmation process with external auditors for funds' audits,...


  • Chicago, Illinois, United States Conagra Brands Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Conagra Brands. As a Financial Analyst, you will play a critical role in supporting the development and implementation of financial plans and strategies that drive business growth and profitability.Key ResponsibilitiesDevelop and maintain financial models and forecasts to...


  • Chicago, Illinois, United States innova Solutions Full time

    Innova Solutions is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions. The ideal candidate will have a strong understanding of financial principles, excellent analytical skills, and the ability to...


  • Chicago, Illinois, United States Metropolitan Water Reclamation District of Greater Chicago Full time

    Job SummaryWe are seeking a highly skilled Senior Budget Analyst to join our team at the Metropolitan Water Reclamation District of Greater Chicago. As a key member of our finance department, you will be responsible for analyzing and preparing the annual budget and related financial documents, as well as conducting organization, staffing, and methods...