Financial Planner
Company: Fidelity Investments
Location: Middleton
Posted on: August 7, 2022
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Job Description:
Job Description: Fidelity Investments--- Racial Equity &
Diversity Pledge ---Fidelity believes in, and is committed to, fair
and consistent treatment for every associate and customer, and to
creating a safe and respectful environment, in which everyone is
treated with kindness, compassion and respect.--- Abby Johnson -
Chairman & CEO Fidelity Investments It is time to explore new
challenges in your career With your outstanding integrity, we know
that clients invest their trust in you. Join a team that's an
industry leader in innovation and invests in you with key product
and service offerings, groundbreaking technology and a world-class
investment platform. We empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients. The Expertise We---re Looking For Previous success in
sales 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 or products to
a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you
don---t already have a CFP or degree, our Tuition Reimbursement
program can help you obtain one 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. You provide the
appropriate investment solutions to existing clients and help
expand the acquisition of new customers. The Skills You Bring
Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions Being
coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a
passion for seeing others thrive Motivated by results and finding
solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment products Our Investments in You
We believe it is important to approach life holistically. Our
benefit programs are designed to assist you and your loved ones
strike the perfect balance. Sound too good to be true? See for
yourself and learn more about our benefits offerings: Click to hear
from a few of our associates about the outstanding benefits
Fidelity offers: Benefits at Fidelity Investments Training
in-branch, regionally, nationally, and virtually to help you with
all aspects of your business. You will not fail due to a lack of
training or onboarding The Value You Deliver No longer spending
time on cold calls and sourcing new clients, you will have the time
to deepen relationships and create complex financial plans Your
integrity, insights, interpersonal skills and meticulous planning
allows you to mentor and support your customers as they look to
reach their retirement goals Supporting our clients by providing
comprehensive investment solutions and retirement plans to meet
their needs both now and for their future Effectively engage
clients through personal interactions, reflecting your
interpersonal communication and relationship building skills You
have a steadfast commitment to your clients while making a positive
impact in the community. 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. We invest in
you through the support of a well-rounded team of professionals,
unlimited access to some of the best resources, technology 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 We believe in being DifferentTogether
. Fidelity---s nine affinity groups are self-organized groups of
employees with common interests in areas such as race, ethnicity,
gender or sexual orientation, or who share similar interests based
on similar sets of experiences who come together to create a
positive, inclusive workplace for all employees. We are proud of
our diverse and inclusive workplace where we respect and value our
associates for their unrivaled perspectives and experiences.
Certifications: Certified Financial Planner (CFP) - Issuing
Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA,
Series 66 - 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 Accounts Receivable
Clerk, Accounting Manager, and Billing and Posting Clerk and others
in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Madison , Financial Planner, Accounting, Auditing , Middleton, Wisconsin
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