Jobs in Rochester, NY - Fidelity Investments

Fidelity Investments
Rochester, NY
Retirement

The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. You ...

Fidelity Investments
Rochester, NY
Retirement

CFP) designation is preferred Minimum of 5 years of proven consultative sales experience in a sales capacity providing financial planning services to high net worth clients Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues The Purpose of Your Role The Retirement Planner (RP), part of Fidelity’s Personal & Workplace I ...