Wealth Management Planning Consultant
2 days ago
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.
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