Certified Financial Planner (CFP) at Fidelity Investments, Nashville, Tennessee

Company Overview: Fidelity Investments is a leading financial services firm dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and innovation in the banking and finance industry, Fidelity Investments is committed to providing top-notch financial planning services to individuals and businesses. Key Responsibilities For Certified Financial Planner (CFP): - Develop comprehensive financial plans for clients based on their goals, risk tolerance, and financial situation - Provide personalized investment advice and recommendations to help clients achieve their financial objectives - Conduct regular reviews of client portfolios and make adjustments as needed - Educate clients on various financial products and services offered by Fidelity Investments - Stay up-to-date on industry trends, regulations, and best practices in financial planning Required Qualifications: - Certified Financial Planner (CFP) certification - Bachelor's degree in Finance, Economics, or related field - Minimum of 3 years of experience in financial planning and investment management - Strong knowledge of investment products, retirement planning, and tax strategies - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Proficiency in financial planning software and tools Desired Skills: - Master's degree in Finance or related field - Chartered Financial Analyst (CFA) designation - Experience working with high-net-worth clients - Proven track record of achieving sales targets and growing client base - Knowledge of estate planning and insurance products - Fluency in additional languages is a plus Compensation & Benefits: The annual salary range for the Certified Financial Planner (CFP) position at Fidelity Investments in Nashville, Tennessee is competitive and commensurate with experience. In addition to the base salary, employees are eligible for a comprehensive benefits package that includes healthcare coverage, retirement savings plans, paid time off, and professional development opportunities. How to Apply: To apply for the Certified Financial Planner (CFP) position at Fidelity Investments in Nashville, Tennessee, please visit our careers website and submit your resume online. Qualified candidates will be contacted for further steps in the recruitment process. Thank you for your interest in joining the Fidelity Investments team.