Monetary Strategy and Planning Consultant
4 weeks ago
Fidelity Investments is seeking a highly skilled Monetary Strategy and Planning Consultant to join our team. As a key member of our Investor Center, you will play a critical role in providing comprehensive investment guidance and building long-lasting relationships with our clients.
Key Responsibilities:
- Develop and implement personalized investment strategies for high net worth clients
- Provide expert financial planning and advisory services to clients
- Collaborate with cross-functional teams to deliver exceptional client experiences
- Stay up-to-date on industry trends and regulatory requirements
Requirements:
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- Experience with High Net Worth clients
- A CFP is preferred, but not required
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive compensation package with excellent benefits
- Access to cutting-edge technology and resources
About Fidelity Investments:
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.
Why Join Us:
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. We offer flexible benefits, a hybrid working model, and a culture of inclusion and belonging.
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