Financial Planning Assistant
<h3><strong>Job Summary</strong></h3> <p>Fidelity Investments is seeking a motivated and detail-oriented <strong>Financial Planning Assistant</strong> to join our dynamic team. In this role, you will support financial advisors in delivering exceptional client service by assisting with financial planning, account management, and client communications. This position is ideal for individuals who have a strong interest in finance, excellent organizational skills, and a desire to grow within the wealth management industry.</p> <p>As a Financial Planning Assistant, you will play a critical role in ensuring that our clients’ financial goals are met efficiently, accurately, and professionally. This is an excellent opportunity for someone looking to start a career in financial planning while gaining hands-on experience in a leading financial services firm.</p> <hr> <h3><strong>Key Responsibilities</strong></h3> <ul> <li>Assist financial advisors with preparing and updating client financial plans.</li> <li>Support account management activities, including tracking transactions, updating client records, and reconciling accounts.</li> <li>Prepare presentations, reports, and documents for client meetings.</li> <li>Respond to client inquiries professionally and promptly, ensuring a positive client experience.</li> <li>Conduct research on financial products, market trends, and investment opportunities.</li> <li>Coordinate scheduling and follow-up for client meetings and advisor activities.</li> <li>Ensure compliance with company policies and regulatory requirements.</li> <li>Collaborate with team members to streamline processes and improve operational efficiency.</li> </ul> <hr> <h3><strong>Required Skills and Qualifications</strong></h3> <ul> <li>Bachelor’s degree in Finance, Economics, Accounting, or related field.</li> <li>Strong knowledge of financial planning concepts and investment products is preferred.</li> <li>Excellent verbal and written communication skills.</li> <li>High level of proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).</li> <li>Strong attention to detail and organizational skills.</li> <li>Ability to manage multiple tasks and deadlines effectively.</li> <li>Professional demeanor and client-focused attitude.</li> </ul> <hr> <h3><strong>Experience</strong></h3> <ul> <li>0–2 years of experience in finance, accounting, or client services is acceptable.</li> <li>Internship or work experience in financial planning, banking, or wealth management is a plus.</li> </ul> <hr> <h3><strong>Working Hours</strong></h3> <ul> <li>Full-time position, Monday to Friday.</li> <li>Standard office hours, with flexibility to accommodate client meetings as required.</li> </ul> <hr> <h3><strong>Knowledge, Skills, and Abilities</strong></h3> <ul> <li>Understanding of financial planning software and CRM systems is advantageous.</li> <li>Analytical skills with the ability to interpret financial data accurately.</li> <li>Strong problem-solving skills and initiative.</li> <li>Ability to maintain confidentiality and handle sensitive client information.</li> <li>Team-oriented mindset with excellent interpersonal skills.</li> </ul> <hr> <h3><strong>Benefits</strong></h3> <ul> <li>Competitive salary with performance-based incentives.</li> <li>Comprehensive health, dental, and vision insurance.</li> <li>401(k) retirement savings plan with company match.</li> <li>Paid time off and holidays.</li> <li>Professional development programs and training opportunities.</li> <li>Opportunities for career advancement within Fidelity Investments.</li> </ul> <hr> <h3><strong>Why Join Fidelity Investments</strong></h3> <p>Fidelity Investments is committed to helping employees grow personally and professionally. By joining our team, you will have the opportunity to work in a supportive, inclusive environment while building a meaningful career in financial services. We value innovation, integrity, and client-centric solutions, offering employees the chance to make a real impact on the financial futures of our clients.</p> <hr> <h3><strong>How to Apply</strong></h3> <p>Interested candidates are encouraged to submit their resume and a cover letter through Fidelity Investments’ official careers portal. Please include “Financial Planning Assistant” in the subject line. Selected candidates will be contacted for an interview.</p>
