Financial Planning Strategist

3 days ago


Chicago, Illinois, United States Fidelity TalentSource LLC Full time
Job Summary

We are seeking a skilled Financial Planning Strategist to join our Investor Center team. In this role, you will engage face-to-face with clients, providing guidance and personalized planning while extending the reach of our firm's brand.

The Purpose of Your Role

This is an excellent opportunity for professionals who want to focus on deepening relationships and creating complex financial plans. Our business model offers a stable industry leader position with an existing client base and institutional feeders of business.

Key Responsibilities
  • Build relationships, uncover needs, and recommend solutions to clients.
  • Present complex solutions to knowledgeable clients while building rapport and credibility.
  • Nurture relationships with an existing client base and extend the reach of our firm's brand.
Requirements

To be successful in this role, you will need:

  • Previous success in building relationships and recommending solutions.
  • FINRA Series 7 & 63 licenses; Series 65 or 66 license and appropriate state registrations or ability to acquire series 65/66 upon hire.
  • Keen ability to present complex solutions to clients and build 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.
Benefits

Fidelity Investments offers a competitive salary range of $80,000 - $110,000 per year, depending on experience. We also provide training in-branch, regionally, nationally, and virtually to help you succeed in your role. Our hybrid working model blends the best of both onsite and offsite work experiences.

Our Investments in You

We believe that our people are our greatest advantage, and we approach life holistically. Our benefit programs are designed to help you strike the right balance between work and personal life. You will receive comprehensive investment solutions and retirement plans to meet the needs of your clients.

Why Join Fidelity?

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a dynamic work environment and opportunities for growth and development. As a Financial Planning Strategist, you will have the opportunity to make a positive impact in the community and support the financial goals of our clients.



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