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Financial Advisory Consultant
2 months ago
Job Overview:
Wealth Management Planning Consultant
In this role, you will cultivate meaningful relationships with clients, understanding that each interaction is an opportunity to strengthen trust and loyalty. Our goal is to foster robust, personal connections with our clientele, which is central to the responsibilities of the Wealth Management Planning Consultant.
Qualifications We Seek
- Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses (or the ability to obtain Series 65/66 upon hiring) and a Life Insurance license
- A minimum of five years in Financial Services is preferred
- A degree and/or relevant professional certifications such as CFP are advantageous
Your Role's Objective
You will deliver exceptional customer service to Fidelity's most esteemed clients. Through regular communication and collaboration, you will play a vital role on the Wealth Management team, directly assisting Advisors in expanding and enhancing their business.
Skills You Bring
- Outstanding interpersonal communication abilities, both over the phone and in face-to-face meetings
- A commitment to providing thoughtful and reliable service to clients seeking a personalized, high-touch experience
- Expertise in addressing unique and complex client service inquiries
- A collaborative spirit and appreciation for a dynamic work environment
- Ensuring that client portfolios comply with regulatory standards
Value You Contribute
- Managing incoming calls and emails from a dedicated client base and collaborating on client communications
- Addressing a variety of client needs, including inquiries about mutual funds, asset allocation, brokerage services, tax-free and deferred investments, trust and estate planning, as well as income and retirement strategies
- Collaborating with Advisors to implement a structured client contact strategy and promote annual reviews
- Identifying opportunities for asset consolidation and/or the development of High Net Worth products, along with other sophisticated offerings
- Conducting preliminary guidance discussions with clients that align with the overall strategies crafted by the Financial Consultant
- Assisting with pre- and post-guidance meetings; following up to clarify client meeting objectives and prepare for future discussions
Impact of Your Work on the Organization
Our Private Wealth Management team is dedicated to delivering the most suitable financial strategies to our clients. We promise to protect, grow, and transfer assets in a cohesive manner. As a committed team member, utilizing a dynamic and tailored approach, this Wealth Management Planning Consultant will help achieve the long-term goals of our most discerning clientele.
The salary range for this position is $60,000 - $100,000 annually. Placement within this range will depend on job responsibilities, geographic location, relevant experience, and other factors.
Base salary is only one component of the total compensation package. Depending on the role and eligibility criteria, the offer may also include bonuses or other variable compensation.
We provide a comprehensive array of
Certifications:
Certified Financial Planner ® / CFP® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Company Overview
Fidelity Investments is a privately held firm committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include criminal, civil litigation, regulatory review, employment, education, and credit checks (role dependent). These investigations may cover a history of 7 years or more, depending on the position. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screening, which will test for specific substances.
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to cultivate a lasting culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.
