Financial Planning Specialist
3 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning capacity, you will work alongside our Financial Consultants and Wealth Planners to provide world-class planning experiences to our clients.
Key Responsibilities- Conduct joint appointments with clients to provide financial planning consultations and guidance.
- Educate and plan with clients to uncover opportunities that will lead to their success.
- Create and maintain an organized client contact strategy, including engaging business partners and using tools such as Salesforce.
- Build long-lasting, meaningful relationships with clients.
- Mentor and support the success of your peers.
- FINRA Series 7 & 63 required prior to hire.
- Series 65 and/or 66 and insurance licenses within 90 days of hire.
- Minimum 2 years of financial services or relevant experience.
- Attainment of CFP Certification is highly encouraged.
At Fidelity TalentSource LLC, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We offer a range of opportunities for learning and professional growth, and our working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
Why Work with UsWe are a company that prioritizes the financial well-being of our clients and the success of our associates. We are committed to building a diverse and inclusive workplace culture, and 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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Financial Planning Specialist
5 days ago
Media, Pennsylvania, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning capacity, you will work alongside our Financial Consultants and Wealth Planners to provide world-class planning experiences to our clients.Key ResponsibilitiesConduct joint appointments with...
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Planning Consultant
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Planning Consultant
5 days ago
Media, Pennsylvania, United States Fidelity Investments Full timeAbout the RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients.Key ResponsibilitiesConducting joint appointments with clients, focused on consultations through Fidelity's guidance...
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