Financial Planning Specialist

3 weeks ago


South Bend, Indiana, United States Fidelity TalentSource LLC Full time
Job Opportunity

Financial Consultant

Fidelity Investments is a leading financial services company that provides a range of investment and planning solutions to individuals, businesses, and institutions. We are seeking a skilled Financial Consultant to join our team and help our clients achieve their financial goals.

The Role

As a Financial Consultant, you will work closely with our clients to understand their financial needs and provide personalized advice and planning solutions. You will be responsible for building relationships with clients, identifying their financial goals, and developing tailored investment strategies to help them achieve those goals.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement personalized investment strategies to help clients achieve their financial objectives
  • Provide ongoing support and guidance to clients to ensure they are on track to meet their financial goals
  • Stay up-to-date with market trends and regulatory changes to ensure clients are informed and protected
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 experience in financial planning, investment management, or a related field
  • Strong communication and interpersonal skills to build and maintain relationships with clients
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
What We Offer

Fidelity Investments offers a competitive compensation package, including a base salary, bonus potential, and comprehensive benefits. We also offer opportunities for professional growth and development, including training and education programs to help you advance your career.

How to Apply

If you are a motivated and results-driven individual with a passion for financial planning and investment management, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.



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