Financial Planning Specialist
2 weeks ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.
Key Responsibilities- Conduct in-depth financial planning sessions with clients to understand their financial objectives and develop tailored plans to meet their needs.
- Collaborate with clients to identify opportunities to consolidate assets, refer new business, and implement plans to achieve their financial goals.
- Develop and maintain a comprehensive understanding of financial planning concepts, including investment, retirement, and estate planning.
- Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice.
- Work closely with the Financial Consultant and/or Wealth Planner to develop and implement comprehensive financial plans for clients.
- 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.
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.
We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeSenior Financial Analyst Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will play a pivotal role in driving our financial planning and analysis activities.Key Responsibilities:Financial Analysis and Reporting:Prepare and...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeSenior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to play a pivotal role in driving financial planning and analysis activities for Creative Financial Staffing. This position involves preparing financial reports, conducting in-depth analyses, supporting budgeting and forecasting processes, and providing strategic insights to aid...
-
Financial Planning Specialist
4 weeks ago
Houston, Texas, United States HexaQuEST Global, Inc. Full timeFinancial Planning SpecialistHexaQuEST Global, Inc. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Financial Systems & Reporting team, you will be responsible for developing and configuring BPC solutions, maintaining logic scripts, and supporting financial systems.Key Responsibilities:Develop and configure BPC...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Frost Bank Full timeJob OpportunityAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Frost Bank. As a key member of our financial services team, you will play a critical role in supporting our clients' financial goals and objectives.Key Responsibilities:• Review and analyze financial plans to ensure quality and feasibility• Stay...
-
Financial Planning Specialist
4 weeks ago
Houston, Texas, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct comprehensive financial planning sessions with clients to understand their needs...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Fidelity TalentSource LLC Full timeJob SummaryWe 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 work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key ResponsibilitiesConduct in-depth financial planning sessions with clients to...
-
Financial Planning Specialist
4 weeks ago
Houston, Texas, United States TG Natural Resources Full timeFinancial Analyst, Corporate PlanningThis role supports the Manager and Director of Corporate Planning in producing detailed financial analysis for executive management and delivers analytics on current and historical financial performance to support forecasts and long-range projections.Key Responsibilities:Financial Modeling: Build and maintain detailed...
-
Financial Planning Specialist
4 weeks ago
Houston, Texas, United States TG Natural Resources Full timeFinancial Analyst, Corporate PlanningThis role supports the Manager and Director of Corporate Planning in producing detailed financial analysis for executive management and delivers analytics on current and historical financial performance to support forecasts and long-range projections.Key Responsibilities:Financial Modeling: Build and maintain detailed...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Pro Talent HR Full timeFinancial Planning Analyst RoleAt Pro Talent HR, we're dedicated to empowering businesses with comprehensive HR solutions. As a Financial Planning Analyst, you'll play a crucial role in driving growth and success.Key Responsibilities:Develop and maintain financial plans, budgets, and forecasts to support business strategiesUtilize analytical skills to...
-
Financial Planning Specialist
1 week ago
Houston, Texas, United States ENGIE Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Senior Analyst to join our team at ENGIE North America. As a key member of our finance team, you will be responsible for financial analysis, reporting, and budgeting for our Regional Services and NorthAm teams.Key ResponsibilitiesDevelop and maintain financial models and forecasts to...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Stewart Full timeFinancial Planning and Analysis RoleStewart is seeking a highly motivated and detail-oriented Financial Planning and Analysis professional to join our Office of the CFO. As a key member of our team, you will play a critical role in supporting financial planning and analysis for our Corporate service centers.Key ResponsibilitiesDrive the budget, forecasting,...
-
Financial Planning Specialist
1 month ago
Houston, Texas, United States Pro Talent HR Full timeJob SummaryPro Talent HR is seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our organization, you will be responsible for providing financial planning, budgeting, and forecasting expertise to support business decisions and strategies.About the RoleThis is a full-time remote position that requires a strong background...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States Executive Personnel Inc Full timeExecutive Personnel Services Inc is seeking a highly skilled Financial Analyst to support our client in Houston, TX. As a key member of the Financial Systems and reporting team, you will play a critical role in developing and configuring BPC solutions, maintaining logic scripts, and ensuring the smooth operation of financial systems. Key Responsibilities:...
-
Financial Planning Specialist
3 weeks ago
Houston, Texas, United States City of Houston Texas Full timeJob SummaryAssists in coordinating the development and implementation of financial policies, programs, and analyses to prepare budgets and special projects.Key Responsibilities:Coordinates, prepares, and reviews budget and economic analyses for financial planning and operations.Requirements:Strong analytical and problem-solving skills.Excellent communication...
-
Financial Planning Specialist
4 weeks ago
Houston, Texas, United States County of Harris Texas Full timeFinancial Analyst RoleAt the County of Harris Texas, we are seeking a skilled Financial Analyst to assist in coordinating the development and implementation of financial policies, programs, and analyses. This role is responsible for preparing budgets, forecasting position utilization, and managing special projects.Key Responsibilities:Collaborate with the...
-
Financial Planning and Analysis Specialist
22 hours ago
Houston, Texas, United States System One Holdings, LLC Full timeJob Title: FP&A Analyst/Senior AnalystLocation: Houston, TXDuration: Direct HirePosition Summary:The Financial Planning and Analysis (FP&A) team is seeking a highly motivated and detail-oriented FP&A Analyst to join their team. As an FP&A Analyst, you will play a critical role in providing financial analysis and support to business operations across all...
-
Financial Planning and Analysis Specialist
3 days ago
Houston, Texas, United States Cotton Holdings Full timeFP&A Analyst Job DescriptionCotton Holdings, Inc. is a diversified holding company seeking a highly skilled FP&A Analyst to join its team. As a key member of the finance department, this individual will play a critical role in supporting the company's strategic planning and decision-making processes.Key Responsibilities:Develop and maintain reporting models,...
-
Financial Planning and Analysis Specialist
4 weeks ago
Houston, Texas, United States Cotton Holdings Full timeJob SummaryCotton Holdings, Inc. is seeking a highly skilled FP&A Analyst to join our team. As a key member of our finance department, you will be responsible for performing financial analysis, budgeting, and forecasting tasks to support business planning and decision-making.Key ResponsibilitiesDevelop and maintain reporting models, budgeting and forecasting...
-
Financial Planning Director
1 week ago
Houston, Texas, United States Calpine Full timeJob Summary:As a key member of the Calpine team, the Director of Financial Operations will oversee the financial planning and budgeting process for the Operations department. This role requires a high level of expertise in financial management, strategic planning, and leadership.Key Responsibilities:Develop and implement financial plans and budgets that...
-
Financial Planning Analyst
6 days ago
Houston, Texas, United States Willis Johnson & Associates Full timeJoin Our Team as a Financial Planning AnalystWe are seeking a highly motivated and detail-oriented Financial Planning Analyst to join our team at Willis Johnson & Associates. As a Financial Planning Analyst, you will play a critical role in supporting our Wealth Managers in developing and implementing comprehensive financial plans for our clients.Key...