FINANCIAL PLANNER
Fidelity Investments
Dallas TX 75201 US
Job Description:
Are you ready to use your life experience to make a bigger impact?
Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.
- Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
- Structured study sessions working to obtain your Series 7 & Series 66 licenses
Whether you’re new to the industry or returning to a career in financial services, you’ll receive
- Customized coaching and development for a career in financial planning
- Generous, predictable compensation throughout the program
Starting over or starting again - let us support you.
Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
The Experience We’re Looking For
- 5 or more years of successful sales experience in another industry
- Keen ability to present complex solutions or products to a sophisticated client base
- Degree and/or other professional certifications highly preferred, but not required
The Skills You Bring
- Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
- You are comfortable working in an energetic sales environment
- Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
- Motivated by results, you take initiative and exceed expectations
The Value You Deliver
- Supporting our client 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
- Continue to make a positive impact on your community while honing your professional skills and experience
How Your Work Impacts the Organization
Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!
Certifications:
Series 07 - FINRA, Series 63 - 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 Glassdoor Employees’ Choice Award, 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most 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 be two full assigned weeks).
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, detailed in this document, 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 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 Accommodation Team by sending an email to [email protected].
