Financial Planning Expert
9 hours ago
A Financial Planning Expert is needed to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning to help them achieve their financial goals.
The Purpose of Your RoleAs a Financial Planning Expert, you will work closely with our clients to understand their financial needs and provide tailored solutions to meet their objectives. You will be responsible for building strong relationships with our clients, identifying their financial goals, and developing personalized plans to help them achieve those goals.
The Expertise We're Looking For- Previous experience in building relationships and providing financial planning services
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
- Strong communication and interpersonal skills
- Degree and/or other professional certifications are helpful
- Ability to analyze complex financial situations and develop creative solutions
- Strong problem-solving and analytical skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
Fidelity Investments is committed to providing our employees with the tools and resources they need to succeed. As a Financial Planning Expert, you will have access to ongoing training and development opportunities, as well as a competitive compensation and benefits package.
The Value You Deliver- Provide personalized financial planning services to our clients
- Build strong relationships with our clients and help them achieve their financial goals
- Develop and implement financial plans that meet the needs of our clients
- Stay up-to-date on industry trends and developments to provide the best possible service to our clients
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