Wealth Strategist

2 days ago


San Francisco, California, United States Fidelity Investments Full time
About the Role

As a Wealth Planner at Fidelity Investments, you will have the opportunity to work with clients to help them achieve their financial goals. This role requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide investment advice and guidance to clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date on industry trends and developments
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Previous experience in financial planning or a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer

Fidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Why Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.


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