Current jobs related to Wealth Management Planning Consultant - westwood - Fidelity TalentSource LLC

  • Wealth Management Planning Consultant

    4 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

    4 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...

  • 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 licensed...

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    4 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

    1 month 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...

  • 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...

  • Financial Planning Expert

    3 weeks 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...

  • Transmission System Planning Expert

    3 weeks 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...

  • Full Desk Search Consultant

    1 week ago

    Westwood, United States KayeBassman Full time

    Senior Search Consultant / Full Desk RecruiterKDS is looking to hire an Executive Search Consultant to lead the full-desk recruitment efforts with the potential to build out and run a practice. The right candidate will need the ability to identify a company, sell search services, account manage properly to win more business, and find great people to fill...

  • Energy Efficiency Consultant, New Construction

    3 weeks 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...

  • Strategic Process Improvement Manager

    4 weeks ago

    Westwood, United States Boston Children's Hospital Full time

    Job Posting Description At Boston Children's Hospital, the quality of our care - and our inclusive hospital working environment - lies in the diversity of our people. With patients from local communities and 160 countries around the world, we're committed to reflecting the spectrum of their cultures, while opening doors of opportunity for our team. Here,...

  • Lead Engineer, Transmission System Planning

    2 weeks ago

    Westwood, United States Eversource Full time

    Lead Engineer, Transmission System Planning (hybrid) Apply Locations: Westwood, MA; Manchester, NH Time Type: Full time Posted on: Posted 30 Days Ago Job Requisition ID: R-021212 Lead Engineer in Transmission System Planning provides focused subject matter expertise and oversight of power system studies and system solutions development by coordinating team...

  • Lead Engineer, Transmission System Planning

    4 weeks ago

    Westwood, United States Eversource Full time

    Lead Engineer in Transmission System Planning provides focused subject matter expertise and oversight of power system studies and system solutions development by coordinating team assignments associated with the modeling and analysis of Eversource’s electric transmission system. The role requires extensive experience associated with the modeling, analyses,...

  • Entry Level Teachers

    2 weeks ago

    Westwood, United States Success Academy Full time

    Entry Level Teachers - Retirement Plan at Success Academy summary: Entry Level Teachers at Success Academy engage in impactful education for students in low-income neighborhoods. They receive extensive training and support to create a productive classroom environment while developing their leadership skills. The position offers opportunities for...

  • Entry-level to Experienced Teachers

    3 weeks ago

    Westwood, United States Success Academy Full time

    Entry-level to Experienced Teachers - Retirement Plan at Success Academy summary: Success Academy is seeking passionate teachers to join its network of K-12 charter schools in New York City. The role involves lesson planning, classroom management, and collaborating with colleagues to foster student success. Applicants do not need prior education...

  • Entry-level to Experienced Teachers

    2 weeks ago

    Westwood, United States Success Academy Full time

    Entry-level to Experienced Teachers - Retirement Plan at Success Academy summary: Success Academy is seeking passionate teachers to join its network of K-12 charter schools in New York City. The role involves lesson planning, classroom management, and collaborating with colleagues to foster student success. Applicants do not need prior education...

  • IT Senior Project Manager

    3 weeks ago

    Westwood, United States Eversource Energy Full time

    IT Senior Project Manager (Hybrid) This is a hybrid role. The first three months are fulltime in the office. Our Team IT Agile PM/Release Train Engineers are responsible for the oversight and success of Information Technology and related Business projects. IT Agile PM/Release Train Engineers manage the budgetary, scheduling and delivery of assigned...

  • Lead Electrical Engineer for DER Planning and Development

    3 weeks ago

    Westwood, Massachusetts, United States Eversource Full time

    About the Role:This exciting opportunity is a hybrid role, with the first three months spent working from the office. As a Senior DER Planning Engineer at Eversource Energy, you will provide critical distribution-focused subject matter expertise in DER power system studies and project development. Key Responsibilities: You will carry out assignments...

  • Financial Consultant

    4 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...

  • IT Senior Project Manager

    2 months ago

    Westwood, United States Eversource Energy Full time

    IT Senior Project Manager (Hybrid) This is a hybrid role. The first three months are fulltime in the office. Our Team IT Agile PM/Release Train Engineers are responsible for the oversight and success of Information Technology and related Business projects. IT Agile PM/Release Train Engineers manage the budgetary, scheduling and delivery of assigned...

Wealth Management Planning Consultant

1 month 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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.