Financial Planner
Company: Fidelity Investments
Location: Rockville
Posted on: June 17, 2022
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 investmentsHow
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:Series 07 - FINRA, Series 63 - FINRA, Series
66 - FINRACompany OverviewFidelity 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 UsAt 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 Glassdoor Employees' Choice Award, we have been
recognized by our employees as a Best Place to Work in 2022. 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.Many of our associates are continuing to
work remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, 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 Working."We invite you to Find Your Fidelity at
fidelitycareers.com.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 Leave of
Absence/Accommodation Team by sending an email to accommodations
@fmr.com, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Accountant,
Residential Real Estate Agent, and Senior Accountant and others in
the Accounting and Finance to apply.
Keywords: Fidelity Investments, Rockville , Financial Planner, Accounting, Auditing , Rockville, Maryland
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