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Financial Planner
2 months ago
Fidelity Investments is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide expert advice on investment strategies and products to help clients grow their wealth.
- Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice.
- 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.
Fidelity Investments is a leader in the financial services industry, and we offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join Fidelity?- Opportunity to work with a leading financial services company.
- Competitive compensation and benefits package.
- Professional development opportunities to help you grow your career.
- Collaborative and dynamic work environment.
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.
We welcome those with experience in jobs such as Bookkeeper, Controller, and Financial Analyst and others in the Accounting and Finance to apply.
