Financial Planning Expert

6 days ago


Grand Blanc, Michigan, United States Fidelity TalentSource LLC Full time

Job Summary:

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We are seeking a skilled Financial Planning Expert to join our team at Fidelity Investments. As a key member of our financial planning capacity, you will work alongside Financial Consultants and Wealth Planners to provide world-class planning experiences for our clients.

Your primary responsibilities will include conducting joint appointments with clients, educating them on planning concepts, and uncovering opportunities that lead to their success. You will also create and maintain organized client contact strategies, engage business partners, and utilize tools like Salesforce to build long-lasting relationships with clients.

To be successful in this role, you will need remarkable understanding of financial planning concepts, the ability to profile and understand client needs, and a vested interest in building strong relationships with clients. Additionally, you will be motivated towards success, willing to demonstrate ownership, and committed to achieving meaningful goals.

In return, you can expect a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as benefits that support your growth and development throughout your career. Join us at Fidelity Investments and discover a dynamic work environment where you can make a real impact on people's lives.



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