Financial Planner

1 month ago


Santa Barbara, California, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in providing exceptional customer service and financial guidance to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Develop and implement comprehensive financial plans, providing personalized investment solutions and retirement strategies.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with FINRA and other relevant regulations.
  • Collaborate with colleagues to achieve business objectives and support the growth of our client base.
Requirements
  • FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations (or ability to acquire upon hire).
  • Strong communication and interpersonal skills, with the ability to present complex financial concepts to clients.
  • High school diploma or equivalent, with a degree in finance or a related field (or equivalent experience).
  • Ability to work in a fast-paced environment, with a strong focus on customer satisfaction.
What We Offer

Fidelity Investments is committed to providing a competitive total rewards package, including a stable base salary, bonus opportunities, and comprehensive benefits. We also offer training and development programs to support your career growth and success.

Why Join Fidelity?

At Fidelity, we believe in empowering our associates to achieve their full potential. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Join our team and be part of a company that values integrity, innovation, and customer satisfaction.



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