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Financial Planning Specialist

2 months ago

Iowa City, Iowa, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Strategic Planning Consultant to join our team at Fidelity Investments. As a key member of our financial planning team, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Conduct in-depth financial planning sessions with clients to understand their financial objectives and develop tailored plans to achieve them.
  • Collaborate with financial consultants and wealth planners to provide comprehensive financial guidance and support to clients.
  • Develop and maintain strong relationships with clients, understanding their financial needs and preferences, and providing personalized service and support.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in financial planning to ensure our clients receive the highest level of service and expertise.
  • Participate in ongoing training and professional development to enhance your skills and knowledge in financial planning and wealth management.
Requirements
  • FINRA Series 7 & 63 licenses (or ability to acquire upon hire)
  • Financial services experience preferably in financial planning
  • Degree and/or professional certifications such as CFP are highly valued
About Fidelity Investments

Fidelity Investments is a leading provider of financial services and investment products. We are committed to helping our clients achieve their financial goals and build long-term wealth. Our team is dedicated to providing exceptional service, expertise, and support to our clients, and we are seeking a talented and motivated individual to join our team.