Wealth Strategist

4 days ago

Magnolia, Texas, United States Fidelity TalentSource LLC Full time
Wealth Planner Role Overview

As a Wealth Planner at Fidelity TalentSource LLC, you will be responsible for delivering personalized and dedicated financial planning services to our valued clients. Your passion, expertise, and commitment to long-standing relationships will attract, serve, and retain clients seeking comprehensive wealth management solutions.

Key Responsibilities:
  • Provide unbiased wealth planning and investment expertise to clients with significant wealth and complexity.
  • Build and analyze personalized financial plans using sophisticated planning software.
  • Guide and implement financial plans into appropriate solutions based on client goals.
  • Foster deep, trusted, and long-term relationships across generations to help families navigate life stages and wealth transfer.
  • Drive loyalty, share of wallet, and referrals from existing customers.

Requirements:
  • Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families.
  • Experience with and/or knowledge of behavioral economics and family psychology.
  • Consistent record of building wealth management plans and strategies with new and existing clients and prospects.
  • Deep experience in executing and integrating key elements of the wealth planning process, including cash flow analysis, investment strategy, retirement planning, income protection, asset protection, tax strategies, and family assistance.

About Fidelity TalentSource LLC:
Fidelity TalentSource LLC 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.

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