Financial Planner

4 days ago

Wayne, New Jersey, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Financial Planner to join our team at Fidelity Investments. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive financial plans that meet the needs of our clients.
  • Provide expert advice and guidance on investment strategies and products.
  • Stay up-to-date on industry trends and developments to ensure our clients receive the best possible service.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Previous success in building relationships, uncovering needs and recommending solutions.
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
  • A supportive and collaborative work environment that encourages professional growth and development.
  • The opportunity to work with a leading financial services company that is committed to making a positive impact in the community.
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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

We are committed to creating a diverse and inclusive workplace where everyone feels valued and empowered to succeed. If you are passionate about helping others achieve their financial goals and objectives, we encourage you to apply for this exciting opportunity.

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