Financial Planning Specialist
4 days ago
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
- 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
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.
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