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Wealth Management Advisor
2 months ago
We are seeking a highly skilled Strategic Planning Consultant to join our team at Fidelity Investments. As a key member of our financial planning team, you will be responsible for providing expert guidance to clients on their financial planning needs.
Key Responsibilities- Conduct in-depth financial planning sessions with clients to understand their financial goals and objectives.
- Develop and implement personalized financial plans that meet the unique needs of each client.
- Collaborate with financial consultants and wealth planners to provide comprehensive financial solutions to clients.
- Stay up-to-date with industry trends and regulatory changes to ensure that clients receive the best possible advice.
- Mentor and support the development of junior team members to ensure the continued growth and success of our team.
- FINRA Series 7 & 63 licenses or ability to acquire within a reasonable timeframe.
- Financial services experience with a focus on financial planning.
- Degree and/or professional certifications such as CFP are highly desirable.
- A competitive total rewards package that includes a stable base salary and comprehensive benefits.
- Ongoing training and development opportunities to help you succeed in your role.
- A collaborative and supportive work environment that encourages growth and innovation.
Fidelity Investments is a leading provider of financial services and investment products. We are committed to helping our clients achieve their financial goals and live their best lives. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking like-minded individuals to join our team.
