Wealth Planner
Company: Fidelity Investments
Location: Naples
Posted on: August 7, 2022
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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
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 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 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 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
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 Company 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 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 Bilingual Customer Service ,
Accounts Receivable Clerk, and Payroll Specialist and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Cape Coral , Wealth Planner, Other , Naples, Florida
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