Wealth Management Planning Consultant

2 days ago


Hopkins, Minnesota, United States Fidelity TalentSource LLC Full time

Job Summary:

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 be responsible for providing exceptional customer service to our most sophisticated and valued clients.

About the Role:

You will be working closely with our Financial Consultants to develop and implement customized financial strategies for our clients. This will involve providing guidance on investment planning, asset allocation, and portfolio management, as well as helping clients navigate complex financial decisions.

Key Responsibilities:

  • Provide exceptional customer service to clients, responding to their inquiries and addressing their concerns in a timely and professional manner.
  • Work closely with Financial Consultants to develop and implement customized financial strategies for clients.
  • Provide guidance on investment planning, asset allocation, and portfolio management.
  • Help clients navigate complex financial decisions, such as retirement planning and estate planning.
  • Collaborate with other team members to ensure seamless delivery of services to clients.

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 highly desirable.

Certifications:

Certified Financial Planner TM / CFP TM - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA.

About Fidelity:

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Why Join Fidelity:

We offer a range of opportunities for learning and development, a hybrid working model that blends the best of both onsite and offsite work experiences, and a commitment to diversity, equity, and inclusion. We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.



  • Hopkins, Minnesota, United States Fidelity TalentSource LLC Full time

    Job Summary: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 be responsible for providing exceptional customer service to our most sophisticated and valued clients.About the Role:You will be working closely with our Financial...


  • Hopkins, Minnesota, United States Fidelity TalentSource LLC Full time

    Job Description: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.The Expertise We're Looking For:FINRA...


  • Hopkins, Minnesota, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Management Planning Consultant to join our team at Fidelity TalentSource LLC. 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...


  • Hopkins, Minnesota, United States Fidelity Investments Full time

    Job SummaryFidelity Investments is seeking a highly skilled Wealth Management Advisor to join our team. As a senior level professional, you will be responsible for delivering exceptional wealth management services to our clients, leveraging your expertise in financial planning, investment, and banking.Key ResponsibilitiesDevelop and implement comprehensive...


  • Hopkins, Minnesota, United States Fidelity Investments Full time

    About the RoleThis is a senior-level position responsible for effectively implementing wealth management, trust, and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.Key ResponsibilitiesExecute key elements of the wealth planning process, including Investment Trust Strategy, Retirement Planning, Income...


  • Hopkins, Minnesota, United States Westfield Full time

    Job Title: Senior Risk Control Representative - Field OperationsEmployee Status: RegularSchedule: Full-timeLocation: RemoteAbout Us:At Westfield, we prioritize a workplace where individuals are valued and their contributions matter. Our commitment to our employees and customers drives us to foster an environment that embraces diverse perspectives and...


  • Hopkins, Minnesota, United States Alerus Full time

    Job SummaryThe Senior Enterprise Risk Management Consultant will support the activities of the Enterprise Risk Management Committee at Alerus Financial. This role will focus on developing and maintaining enterprise risk monitoring and reporting systems, conducting divisional risk assessments, and providing analytical support to finance and risk areas.Key...


  • Hopkins, Minnesota, United States Optum Full time

    Optum is a worldwide entity dedicated to enhancing health outcomes through innovative technology, supporting millions in their journey to better health. The contributions made by our professionals will directly influence health results by linking individuals with essential care, pharmacy benefits, data, and resources necessary for their well-being. Here, you...


  • Hopkins, Minnesota, United States Optum Full time

    Optum is a leading global organization committed to enhancing health outcomes through innovative technology and personalized care. Our mission is to connect individuals with essential health services, pharmacy benefits, and vital resources to promote overall well-being. At Optum, you will be part of a diverse and inclusive culture, surrounded by talented...


  • Hopkins, Minnesota, United States Pivot Strategies Full time

    About the RolePivot Strategies is a leading communications agency that specializes in strategic employee communications and smart change management. We are seeking an experienced Executive Director of Client Engagement and Delivery to join our team.Key ResponsibilitiesClient Engagement: Serve as a strategic leader on key client accounts, model excellent...


  • Hopkins, Minnesota, United States Alerus Full time

    Position Overview: This role is integral to the functions of the Enterprise Risk Management Committee. Responsibilities include the development and upkeep of enterprise risk monitoring and reporting frameworks, conducting risk evaluations across divisions, providing analytical assistance to finance and risk sectors, and overseeing operational risk...


  • Hopkins, Minnesota, United States Stratasys Full time

    Job Title: Sr. Financial Planning AnalystStratasys, a world leader in 3D printing, is seeking a Sr. Financial Planning Analyst to join its Industrial Business Unit. The successful candidate will be responsible for the overall financial performance of the BU, including budgeting, forecasting, and financial reporting.Key Responsibilities:Participate in...


  • Hopkins, Minnesota, United States Element Fleet Management Full time

    About the RoleWe are seeking a highly skilled Senior Customer Support Specialist to join our team at Element Fleet Management. As a key member of our customer-facing team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesAct as the primary point of contact for clients...


  • Hopkins, Minnesota, United States Optum Full time

    About the RoleWe are seeking a highly skilled Senior Information Security Consultant to join our team at Optum. As a key member of our Information Risk Governance department, you will play a critical role in helping us drive continuous improvement efforts and ensure the security and integrity of our systems and data.Key ResponsibilitiesDevelop and Execute IT...


  • Hopkins, Minnesota, United States Element Fleet Management Corp. Full time

    {"Job SummaryWe are seeking a skilled Senior Customer Support Technician to join our team at Element Fleet Management Corp.As a key member of our team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and delivering a superior client experience.Key Responsibilities* Provide expert support to clients in...


  • Hopkins, Minnesota, United States Cetera Financial Group Full time

    Position Overview The Client Relationship Specialist plays a crucial role in assisting Financial Advisors (Registered Representatives) in managing their daily investment operations while elevating the overall customer service experience. This individual collaborates closely with Registered Representatives to facilitate client documentation, execute financial...


  • Hopkins, Minnesota, United States Actalent Full time

    Job Title: Architectural Project Manager Job Description We are in search of a talented Architectural Project Manager to oversee architectural initiatives from initial design to final execution, specifically within the realm of healthcare environments. This position requires proficiency in Revit for schematic planning, production of construction documents,...


  • Hopkins, Minnesota, United States Westfield Full time

    Job Title: Senior Risk Management Representative - Field Employee Status: Regular Schedule: Full-time Location: Remote About Us: At Westfield, we prioritize a culture where individuals are valued and their contributions matter. Our mission is to create a meaningful work environment that embraces diverse perspectives. Established in 1848 by a dedicated group...


  • Hopkins, Minnesota, United States festivitiesMN Full time

    {"title": "Event Sales and Design Specialist", "subtitle": "Join our team at festivitiesMN", "content": "We are a full-service event décor provider with a passion for creating unforgettable experiences. Our team is dedicated to delivering exceptional events that exceed our clients\u2019 expectations.This role is a key part of our sales and event design...


  • Hopkins, Minnesota, United States Accra Care Full time

    About Accra CareWe are honored to have been named a Top Workplace for a third year in a row. Our commitment to innovation and work-life flexibility has earned us the Culture Excellence Awards. At Accra Care, we value diverse life experiences and heritages, ensuring that all voices are valued and heard.What We OfferWork-Life Balance: We prioritize flexibility...