Financial Planning Specialist
2 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.
Key Responsibilities- Conduct in-depth financial planning sessions with clients to understand their financial objectives and develop tailored plans to meet their needs.
- Collaborate with clients to identify areas for improvement and develop strategies to optimize their financial well-being.
- Stay up-to-date on industry trends and regulatory changes to ensure clients receive the most current and effective financial planning advice.
- Develop and maintain strong relationships with clients to ensure their ongoing financial success.
- Work closely with internal teams to ensure seamless delivery of financial planning services to clients.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Financial services experience preferably in financial planning.
- Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
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 value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
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