Financial Planner at Fidelity Investments New Jersey

The Purpose of Your Role Working in our Investor Center, you will engage face‑to‑face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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. The Expertise We’re Looking For 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 The Skills You Bring Ability to thoughtfully introduce 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 solutions Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer 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 Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support your customers as they look to reach their retirement goals Providing comprehensive investment solutions and retirement plans to meet clients' needs now and for their future Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship‑building skills Steadfast commitment to clients while making a positive impact in the community Certifications Series 7 – FINRA Series 66 – FINRA 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. #J-18808-Ljbffr Downtown Boulder Partnership