Wealth Management Planning Consultant

2 weeks ago


Bridgeport, Connecticut, United States Fidelity TalentSource LLC Full time
Job Title: Wealth Management Planning Consultant

We are seeking a highly 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, personal relationships with our clients and delivering exceptional customer service.

Key Responsibilities:
  • Provide high-level customer service to Fidelity's most sophisticated and valued clients
  • Collaborate with Advisors to increase and develop their business
  • Handle inbound calls and emails generated by a book of clients
  • Respond to a range of customer needs, including mutual fund inquiries, asset allocation discussions, and brokerage needs
  • Partner with Advisors to implement a structured client contact strategy and encourage annual reviews
  • Conduct basic guidance preparation discussions with clients to support overall strategies developed by Financial Consultants
  • Help with pre- and post-guidance appointments, making follow-up calls to understand client meeting objectives and prepare for future appointments
Requirements:
  • 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, preferably five years
  • Degree and/or other professional certifications, such as CFP, are helpful
What We Offer:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. We offer 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.

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.

We invite you to find your place at Fidelity and join our team of dedicated professionals who are passionate about delivering exceptional customer service and building strong relationships with our clients.


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