Fidelity TalentSource LLC | Wealth Management Planning Consultant

7 days ago

Westwood, United States Fidelity TalentSource LLC Full time


Job Description:

For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.


The Expertise We re Looking For

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license

  • Financial Services experience, we recommend five years

  • Degree and/or other professional certifications such as CFP are helpful


The Purpose of Your Role

You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business.


The Skills You Bring

  • Extraordinary interpersonal communication skills, via telephone and face-to-face consultations

  • You have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationship

  • Your subject matter expertise will be used to address unique and complex client service requests

  • Your appreciation for working in a dynamic and collaborative environment

  • Assurance that portfolios remain in accordance with compliance guidelines


The Value You Deliver

  • Handling inbound calls and emails generated by a book of clients and collaborating on customer communications

  • Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning

  • Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews

  • Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings

  • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant

  • Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments


How Your Work Impacts the Organization

Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.



Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Company 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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

accommodations@fmr.com.

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    3 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    2 weeks ago

    Westwood, United States Fidelity TalentSource LLC Full time

    Are you the right applicant for this opportunity Find out by reading through the role overview below.Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management...

  • Wealth Management Planning Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    2 weeks ago

    Westwood, MA, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    3 weeks ago

    Westwood, United States Fidelity Investments Full time

    Job Description:For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.The Expertise We're Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed...

  • Fidelity TalentSource LLC | Financial Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    p>Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Planning Expert

    3 days ago

    Westwood, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job DescriptionWe are seeking a skilled Wealth Management Planning Consultant to join our team at Fidelity Investments. As a key member of our Private Wealth Management team, you will play a critical role in building strong relationships with our clients and providing them with personalized financial strategies.About the RoleYour Mission: To provide...

  • Financial Consultant

    2 weeks ago

    Westwood, United States Fidelity TalentSource LLC Full time

    Job Description: Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Consultant

    2 weeks ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Technology Associate

    5 months ago

    Westwood, United States Modera Wealth Management Full time

    About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry...

  • Wound Care Specialist

    5 days ago

    Westwood, New Jersey, United States Healogics, LLC. Full time

    Job OverviewHealogics, LLC is the largest provider of advanced wound care services in the United States. As a Wound Care Nurse with Healogics, you will have the opportunity to make a meaningful impact on patients' lives.Responsibilities and RequirementsProvide clinical evaluation and plan of care for inpatient wound and ostomy servicesNursing support for...

  • Transmission System Planning Expert

    1 week ago

    Westwood, Massachusetts, United States Management Recruiters International Full time

    About the Role:We are seeking a highly skilled Transmission System Planning Expert to join our team as a Lead Engineer. In this role, you will provide focused subject matter expertise and oversight of power system studies and system solutions development.The ideal candidate will have extensive experience with power system transmission analysis tools such as...

  • Paraplanner

    1 month ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Paraplanner Support and assist wealth management teams in their efforts to provide proactive and meticulous personal finance advice. The duties of this position are essential for the wealth management teams to have productive review meetings with clients while making sure clients maintain and improve their financial well-being. The Paraplanner is a...

  • Finance Manager

    4 weeks ago

    Westwood, United States Citizens Full time

    Description As a part of our team, youre made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! As the Finance Manager you are responsible for supporting the financial reporting, forecasting, budgeting and performance analysis of the Citizens Securities, Inc. business line within Wealth Management. You will...

  • Energy Efficiency Consultant, New Construction

    7 days ago

    Westwood, Massachusetts, United States Eversource Energy Full time

    **About the Role:**We are seeking an experienced Energy Efficiency Consultant to join our team at Eversource Energy. As a key member of our commercial energy efficiency team, you will be responsible for implementing energy-saving solutions for our customers.**Key Responsibilities:**Work closely with customers, architects, engineers, and contractors to...