Financial Planner
Job Description:
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in youJoin a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platformHere, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client baseYour keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customersThe Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments Our Investments in You We believe it is important to approach life holisticallyFidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balanceSound too good to be true? See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Click to hear from a few of our associates about the outstanding benefits Fidelity offers:
Benefits at Fidelity Investments(opens in a new tab) Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab) How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brandBacked by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationshipsWe will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefitsWhile you form relationships here, you will also be building your career! Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clientsWe help people invest and plan for their futureWe assist companies and non-profit organizations in delivering benefits to their employeesAnd we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' moneyJoin Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yoursYou can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at homeHonored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024And you don't need a finance background to succeed at Fidelity--we offer a range of opportunities for learning so you can build the career you've always imaginedAt Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling Dynamic WorkingMost associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeksThese requirements are subject to changeAt Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industryCertain roles may require candidates to go through a preliminary credit check during the screening processCandidates 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 requestedThis investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent)These investigations will account for 7 years or more of history, depending on the roleWhere permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidineWe invite you to Find Your Fidelity at fidelitycareers.comFidelity Investments is an equal opportunity employerWe believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belongingFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview processTo initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to email protected , or by calling 800-835-5099, prompt 2, option 3We welcome those with experience in jobs such as General, General, and General and others in the General to apply. Recommended Skills Taxation Investments Accounting Reconciliation Reinsurance Financial Statements Apply to this job. Think you're the perfect candidate? Apply on company site $('.external-apply-email-saved').on('click', function (event) window.ExternalApply = window.open('/interstitial?jobdid=j3p5jn6zjbg4knsqy00', 'ExternalApply-j3p5jn6zjbg4knsqy00'); ); $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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