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Financial Planning Specialist

2 months ago

Middleton, Wisconsin, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning team, you will play a critical role in providing world-class planning experiences to our clients.

Key Responsibilities
  • Conduct joint appointments with clients to discuss financial planning strategies and goals.
  • Develop and implement customized financial plans to meet the unique needs of each client.
  • Collaborate with financial consultants and wealth planners to identify opportunities to deepen client relationships and grow business.
  • Utilize advanced financial planning tools and technologies to analyze client data and provide actionable recommendations.
  • Mentor and support the success of junior team members.
Requirements
  • FINRA Series 7 & 63 required prior to hire.
  • Series 65 and/or 66 and insurance licenses within 90 days of hire.
  • Minimum 2 years of financial services or relevant experience.
  • Attainment of CFP Certification is highly encouraged.
What We Offer

At Fidelity TalentSource LLC, we offer a dynamic and supportive work environment that fosters growth and development. Our team is committed to delivering exceptional client service and building long-lasting relationships with our clients.

Why Join Our Team

As a Financial Planning Specialist at Fidelity TalentSource LLC, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. You will also have access to advanced financial planning tools and technologies, as well as ongoing training and development opportunities to help you succeed in your role.