Financial Planner

At Fidelis, we specialize in delivering strategic and actionable wisdom that delivers clarity and confidence. As a boutique financial planning, strategy and execution firm, we offer a holistic, product agnostic integrated approach that leverages decades of collective advisory experience. Our thoughtful and timely guidance helps you navigate financial distractions and uncertainties. Our mission is to serve you with dedication, ensuring prosperity for generations.

• Client Correspondence:
  Communicate with clients to gather essential information for their financial plans.
• Prepare Client Review Materials:
  Organize and compile materials for client review meetings to ensure comprehensive discussions.
• Case Design and Scenario Building:
  Develop various financial scenarios to aid in case design and strategic planning.
• Financial Plan Development:
  Create and modify financial plans for both new and existing clients.
• Client Meetings Participation:
  Attend client meetings to assist in the development and presentation of financial investment plans.

• Education:
  
  Bachelor’s Degree required.
• Licensing:
  
  Desire to obtain (or already have) SIE, Series 7, 63, 65 licenses, and State Life/Health licenses.
• Strategic Thinking:
  
  Ability to think strategically and implement plans methodically throughout the client relationship.
• Proactive Attitude:
  
  Willingness to roll up your sleeves and do whatever is necessary; exhibiting a general manager/owner mentality.
• Analytical
  
  Skills:
  
  Strong ability to analyze data, diagnose client needs, and provide relevant recommendations.
• Relationship Building:
  
  Capability to develop relationships and engage in substantive discussions with key decision makers.
• Problem-Solving:
  
  Exceptional problem-solving skills with the ability to thrive in a fast-paced and rapidly changing environment. Comfortable navigating ambiguous situations.
• Communication
  
  Skills:
  
  Excellent spoken and written communication skills with the ability to present complex ideas clearly and concisely.
• Client Service:
  
  Willingness to think creatively and work outside standard position parameters to provide top-tier client service.
• Team Player:
  
  A self-starting individual with a passion for putting the client first, and a tenacious approach to solving problems with conviction and energy.