Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The Expertise We re Looking ForAs a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You BringYou are helping families grow, manage, and protect their assets by:
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.
Certifications: Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 07 - 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\u2014we 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
accommodations@fmr.com
. Fidelity TalentSource LLC...Earn Passive Income by Becoming a Carvertise Driver! How it works: Apply Answer simple questions and provide contact... ...s Largest Car Advertising Company. Since 2012, weve helped thousands of drivers earn extra money for something they already do. Drive!...
Job DescriptionThe Pressure Washer position also known as power washing, uses high-pressure water to remove dirt, dust, mold, grime. Pay: $18.00-$19.00 an hour The pay listed is the hourly range or the hourly rate for this position. A specific offer will vary based on applicant...
...User Acceptance Testing Manager - REMOTE Role and Responsibilities The UAT Testing Manager will oversee and manage the User Acceptance Testing (UAT) process across multiple system implementations and upgrades, ensuring that all solutions meet business and user...
More Information about this Job: Advanced Emergency Medical Technician Emergency Medical Technician - Intermediate (EMT-I) IMMEDIATELY HIRING! Advanced Emergency Medical Technician (AEMT) / EMT-Intermediate (EMT-I) FULL-TIME Opportunity with Flexible...
...bonus: Up to $2,500, depending on experience. ~ Training available to drivers with a commercial license who... ...years of age. Have a Commercial Driver License (CDL Class A, Class B, or Class C) with a clean driving record. Recent CDL graduate drivers. Must meet...