Financial Planning Specialist

2 days ago


Santa Barbara, California, United States Fidelity TalentSource LLC Full time
Role Overview

As a Financial Planning Specialist at Fidelity, you will engage with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives. This role requires a strong understanding of financial markets and a keen ability to communicate complex financial concepts to clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide ongoing investment advice and guidance to clients
  • Build and maintain strong relationships with clients to understand their evolving financial needs

Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Strong understanding of financial markets and investment products
  • Excellent communication and interpersonal skills

What We Offer
  • A competitive total rewards package, including a stable base salary and bonus potential
  • Ongoing training and development opportunities to help you succeed in your role
  • A collaborative and supportive work environment

About Fidelity

Fidelity is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a wide range of investment products and services, as well as a comprehensive suite of financial planning tools and resources. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals, and we are committed to providing exceptional service and support to our clients and our communities.

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