Senior Wealth Management Strategist

2 weeks ago

Libertyville, Illinois, United States Fidelity TalentSource LLC Full time



Position Overview:



Wealth Management Consultant

Are you driven by a desire to assist clients in crafting holistic wealth management strategies? Do you thrive on cultivating meaningful relationships? If so, the Wealth Management Consultant role could be an ideal fit for you.

The Wealth Management Consultant is dedicated to fostering profound and impactful relationships with families by collaboratively developing ongoing, tailored, and comprehensive financial and investment strategies that align with their aspirations today, in the future, and across generations.



Qualifications We Seek
  • Bachelor's Degree is highly preferred
  • CFP designation is highly preferred
  • Series 7, 63, 65, 66, and insurance licenses are required prior to employment
  • Essential: 5+ years of experience in the financial services industry or a related field; 10+ years is preferred.
  • Essential: 3-5 years of experience in financial planning; 5+ years is preferred.
  • Proven history of exceptional client satisfaction and commitment (e.g., high NPS, retention rates, etc.) and successful financial planning engagements.


Your Role's Purpose

As a Wealth Management Consultant, you will play a crucial role in the effective execution of wealth management strategies for clients, aiming to achieve a high level of client loyalty and foster long-term relationships. This will be accomplished through personalized and dedicated financial planning that integrates seamlessly with investment management for our esteemed clients.



Skills You Bring
  • Exceptional emotional intelligence skills with the ability to establish trust and rapport with clients and their families
  • Knowledge of behavioral economics and family dynamics
  • Proven track record in developing wealth management plans and strategies for both new and existing clients through fee-based services
  • Extensive experience in executing and integrating key components of the wealth planning process, including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
  • Experience in guiding and facilitating the implementation of financial plans into suitable solutions based on client objectives
  • Solid understanding of investment and portfolio management principles, financial theories, and a comprehensive range of investment products
  • Ability to communicate market influences and present regular investment updates to clients and colleagues.
  • Successful sales experience in fiduciary planning and asset management, demonstrating the ability to thrive in a high-volume and dynamic environment
  • Proactive and collaborative spirit, working effectively across the organization to achieve results
  • Technologically adept, utilizing technology to enhance the planning practice
  • Strong team collaboration and leadership abilities


The Value You Provide

You assist families in growing, managing, and safeguarding their wealth by:

  • Acting as the primary trusted advisor and coach to clients with significant wealth and complexity
  • Delivering impartial wealth planning and investment expertise across a spectrum of financial planning needs
  • Utilizing advanced planning software to create, analyze, and present personalized plans for clients
  • Facilitating the implementation of financial plans into appropriate solutions based on client objectives
  • Building a Relationship-Based Practice: nurturing deep, trusted, and enduring relationships across generations to help families navigate life stages and wealth transfer decisions
  • Enhancing client loyalty, share of wallet, and referrals from existing clients
  • Collaborating with colleagues and sharing best practices to foster a culture of planning


Impact of Your Work on the Organization

As a Wealth Management Consultant, your dedication, expertise, and commitment to personalized financial planning will attract, serve, and retain clients seeking comprehensive and dedicated financial guidance.

We offer a competitive salary range for this position, along with a comprehensive benefits package designed to support your evolving needs and help you thrive both professionally and personally. This includes extensive healthcare coverage, retirement plans, generous paid time off, and educational assistance.


Company Overview

Fidelity Investments is a privately held firm committed to enhancing the financial well-being of our clients. We empower individuals to invest and plan for their futures while assisting organizations in providing benefits to their employees.

At Fidelity, we value integrity, transparency, and the safety of our associates and clients in a regulated industry. We are an equal opportunity employer, dedicated to fostering a diverse and inclusive workforce.

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