Financial Planning Specialist

4 days ago


Seattle, Washington, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Conduct joint appointments with clients to provide personalized financial planning and guidance
  • Develop and implement comprehensive financial plans that meet the unique needs of each client
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Collaborate with other team members to ensure seamless delivery of financial planning services
  • Stay up-to-date on industry trends and best practices to provide expert advice to clients
Requirements
  • FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations
  • Financial services experience, preferably in financial planning
  • Degree and/or professional certifications, such as CFP, are highly valued
What We Offer

At Fidelity Investments, we offer a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for professional growth and development. Our team is dedicated to helping our clients achieve their financial goals, and we are committed to providing a supportive and inclusive work environment.

Why Join Fidelity?

Fidelity Investments is a leader in the financial services industry, with a reputation for excellence and a commitment to innovation. As a member of our team, you will have the opportunity to work with a talented and diverse group of professionals, and to contribute to the success of our clients and our company.



  • Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...


  • Seattle, Washington, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Jobot. As a key member of our financial services team, you will be responsible for providing exceptional financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and Implement Financial Plans: Collaborate with our...


  • Seattle, Washington, United States S Piper Staffing LLC Full time

    Financial Advisor (CFP) Job DescriptionJob Summary:We are seeking a highly skilled Financial Advisor (CFP) to join our team at S Piper Staffing LLC. As a Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Seattle, Washington, United States Bill and Melinda Gates Foundation Full time

    About the OrganizationThe Bill and Melinda Gates Foundation is a prominent nonprofit organization dedicated to combating poverty, disease, and inequality globally. We operate under the belief that every individual, irrespective of their background, deserves the opportunity to lead a healthy and productive life. Our workforce reflects the diverse populations...


  • Seattle, Washington, United States Corient Full time

    Overview of the Role At Corient, we are dedicated to assisting high-net-worth individuals and families in achieving their financial aspirations while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify lives, and create enduring legacies. We are on the lookout for skilled and driven professionals to enhance our...


  • Seattle, Washington, United States Bill and Melinda Gates Foundation Full time

    About UsThe Bill and Melinda Gates Foundation is a leading nonprofit organization dedicated to combating poverty, disease, and inequality on a global scale.Our Mission:We believe that every individual, irrespective of their background or circumstances, deserves the opportunity to lead a healthy and productive life. Our workforce reflects the diverse...


  • Seattle, Washington, United States Tik Tok Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Analyst to join our Finance team at TikTok. As a key member of our team, you will play a critical role in driving business growth and success through financial planning, analysis, and operations.Key ResponsibilitiesConduct in-depth financial analysis to drive revenue optimization,...


  • Seattle, Washington, United States Advisor Business Solutions Full time

    About Advisor Business Solutions:The Advisor Business Solutions Internship Program is designed to provide students and recent graduates with hands-on experience in the financial planning industry. Our mission is to cultivate the next generation of diverse financial planners by offering practical experience, mentorship, and exposure to various aspects of...


  • Seattle, Washington, United States Carnival Corporation & plc Full time

    Job OverviewCarnival Corporation & plc has been a leader in the cruise industry for decades, offering exceptional travel experiences that allow guests to explore the world. We are currently seeking a talented Senior Financial Planning and Analysis Analyst to join our dynamic team. This role is based in our offices and involves significant contributions to...


  • Seattle, Washington, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team at Fidelity Investments. As a key member of our financial planning team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesConduct in-depth financial planning consultations with clients to understand their...


  • Seattle, Washington, United States Carnival Corporation & plc Full time

    Position OverviewCarnival Corporation & plc has been a leader in the cruise industry for decades, offering unique travel experiences that connect guests with the world.We are seeking a highly skilled Senior Financial Planning and Analysis Analyst to join our team, based in either Seattle or Miami.Key ResponsibilitiesIn collaboration with the Director of...


  • Seattle, Washington, United States Carnival Corporation & plc Full time

    Job OverviewCarnival Corporation & plc has been a leader in the cruise industry for decades, offering unparalleled travel experiences that emphasize exploration and personalized service. We are currently seeking a talented Senior Financial Planning and Analysis Analyst to join our dynamic team, with the position available in our Seattle or Miami offices.In...


  • Seattle, Washington, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a skilled Financial Planning Consultant to join our team. As a key member of our Investor Center, you will engage with clients to provide personalized financial guidance and planning, helping them achieve their long-term goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding...


  • Seattle, Washington, United States Carnival Corporation & plc Full time

    Position OverviewCarnival Corporation & plc is a leader in the cruise industry, providing exceptional travel experiences since its inception. We are seeking a highly skilled Senior Financial Planning and Analysis Analyst to join our dynamic team.Key ResponsibilitiesIn collaboration with the Director of Financial Planning & Analysis, you will deliver critical...


  • Seattle, Washington, United States Carnival Corporation & plc Full time

    Company OverviewCarnival Corporation & plc has been a leader in the cruise industry, offering unparalleled travel experiences to guests around the globe.Position SummaryWe are seeking a highly skilled Senior Financial Planning and Analysis Analyst to join our dynamic team. This role is available in our Seattle or Miami offices and plays a crucial part in...


  • Seattle, Washington, United States Woodland Park Zoo Full time

    POSITION:Senior Financial AnalystSALARY:$73,922.35 annually; exempt from FLSA regulationsJOB TYPE:Regular, Full-timeUNION STATUS:Non-RepresentedNUMBER OF OPENINGS:1WORK LOCATION:Hybrid (2-3 days on-site and the rest remote)DEPARTMENT:FinanceWoodland Park Zoo welcomes over 1.3 million visitors annually, connecting them with wildlife and emphasizing the...


  • Seattle, Washington, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a key role in supporting the company's financial operations and ensuring the accuracy and integrity of our financial records.Responsibilities:Reconcile bank and account statements to ensure accuracy and...

  • Financial Director

    2 weeks ago


    Seattle, Washington, United States Washington Society of CPAs Full time

    Job Description:**About Us**The Washington Society of CPAs is a leading professional organization dedicated to promoting excellence in the accounting and financial services industry. We are seeking a highly skilled and experienced Chief Financial Officer to join our team.**Job Summary**We are looking for a seasoned financial leader to oversee our financial...


  • Seattle, Washington, United States Amazon Full time

    About the RoleAmazon is seeking a highly skilled Senior Financial Analyst to join our AWS Sales & Marketing FP&A team. As a key member of this team, you will play a critical role in developing financial models and analytical insights to drive business decisions.Key ResponsibilitiesCreate and maintain financial metrics, reports, and scorecards to support...


  • Seattle, Washington, United States City of Seattle Washington Full time

    About City of Seattle Washington: The City of Seattle Washington serves as a vital hub for civic engagement, cultural enrichment, and community development. We are committed to fostering a vibrant environment that supports various arts, cultural initiatives, and public services.Position Overview: The Budget Manager will play a crucial role in overseeing the...