Financial Planning Specialist

2 weeks ago


Houston, Texas, United States Fidelity TalentSource LLC Full time
Job Summary

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.
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.
About Fidelity

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.



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