Financial Planner at Fidelity Investments

Job Summary

Financial Planner (Financial Consultant) – Fidelity Investments, New Jersey. Focus on deepening existing client relationships and creating complex financial plans, rather than sourcing new clients.

In our Investor Center, you will engage face‑to‑face with customers, offer guidance and personalized planning, and extend the firm’s brand. We provide an open‑architecture product platform and top resources for nurturing relationships with our existing client base.

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed;
  Series 65 or 66 licensed and appropriate state registrations or ability to acquire Series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

• Ability to thoughtfully introduce clients to different investment strategies, bring together additional client assets, and engage in client‑centered discussions
• Coachable, collaborative, and curious – your “go‑to” attributes
• Committed to delivering an outstanding customer experience and to seeing others thrive
• Motivated by results and finding solutions; you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

We offer a competitive total rewards package, including a stable base salary, to recognize associates. Our benefits programs help you and your family strike the right balance. Training is available in‑branch, regionally, nationally, and virtually to support all aspects of your business.

• Integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support customers as they reach retirement goals
• Providing comprehensive investment solutions and retirement plans to meet their present and future needs
• Effectively engaging clients through personal interactions, reflecting strong communication and relationship‑building skills
• Constant commitment to clients while making a positive impact in the community

Series 7 (FINRA) & Series 66 (FINRA) required.

Hybrid roles require associates to work onsite all business days of one assigned week per four‑week period (beginning in September 2024; the requirement will increase to two full assigned weeks).

Fidelity Investments is an equal‑opportunity employer. We foster a diverse, inclusive, and belonging culture. We will accommodate applicants with disabilities. Contact the HR Accommodation Team for accommodations.