Financial Planner
Company: Fidelity Investments
Location: Greenwich
Posted on: October 19, 2024
Job Description:
Job Description:With your extraordinary knowledge and
incomparable integrity, we know that clients invest their trust in
you. Join a team that also invests in you with key product and
service offerings, sophisticated technology and a premier
investment platform. Here, 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
strategiesThe -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
itThe -Purpose -of Your RoleWe fully support you with an open
architecture product platform and top resources in the financial
industry, while you nurture relationships with an existing client
base. Your 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 customers.The -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 needsThe -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 investmentsOur
Investments in YouWe believe it is important to approach life
holistically. Fidelity's greatest advantage is our people so our -
-are designed to help you and your loved ones strike the right
balance. Sound 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:
- Click here for a story about how we are helping our -How Your
Work -Impacts -the OrganizationWorking 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 brand. Backed by Fidelity's open architecture, you're able
to provide comprehensive investment guidance and sustain
long-lasting relationships. We 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 benefits. While 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 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. Join Us At Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a , we have been recognized by our employees as a top
10 Best Place to Work in 2024. And 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 imagined.
blends the best of both onsite and offsite work experiences.
Working onsite is important for our business strategy and our
culture. We also value the benefits that working offsite offers
associates. Most hybrid roles require associates to work onsite all
business days of every other week in a Fidelity office. At
Fidelity, 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, , and may be asked to provide additional
documentation as requested. This 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 role. Where 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, phencyclidine. We invite you to Find Your
Fidelity at . 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.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Accommodation Team by
sending an email to .
We welcome those with experience in jobs such as Bilingual Customer
Service , Residential Real Estate Agent, and Field Client
Relationship Manager and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Levittown , Financial Planner, Accounting, Auditing , Greenwich, New York
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