Wealth Management Planning Consultant

3 days ago

Thousand Oaks, California, United States Fidelity TalentSource LLC Full time
Job Description:

We are seeking a highly skilled Wealth Management Planning Consultant to join our team. 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.

The Expertise We're Looking For:

  • 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, we recommend five years
  • Degree and/or other professional certifications such as CFP are helpful

The Purpose of Your Role:

You will be a key player on the Wealth Management team, directly supporting the Advisor's efforts to increase and develop their business. Through frequent communication and teamwork, you will provide the highest level of customer service to our clients.

The Skills You Bring:

  • Extraordinary interpersonal communication skills, via telephone and face-to-face consultations
  • You have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationship
  • Your subject matter expertise will be used to address unique and complex client service requests
  • Your appreciation for working in a dynamic and collaborative environment
  • Assurance that portfolios remain in accordance with compliance guidelines

The Value You Deliver:

  • Handling inbound calls and emails generated by a book of clients and collaborating on customer communications
  • Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
  • Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews
  • Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
  • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant
  • Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments

How Your Work Impacts the Organization:

Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our clients. As a dedicated team member, you will help support the long-term objectives of our most sophisticated clientele.

Benefits:

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Certifications:

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

Company Overview:

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

Join Us:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

  • Investment Consultant

    2 weeks ago

    Thousand Oaks, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...

  • Investment Consultant

    2 weeks ago

    Thousand Oaks, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...

  • Investment Consultant

    17 hours ago

    Thousand Oaks, California, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a highly skilled Investment Consultant to join our team. As a key member of our Investor Center, you will play a critical role in developing customized financial plans for our clients.Key ResponsibilitiesUtilize Fidelity's guidance tools to engage in financial planning discussions and present solutions that meet...

  • Program Director and Lecturer in Financial Planning

    3 days ago

    Thousand Oaks, California, United States California Lutheran University Full time

    Job Title: Program Director and Lecturer in Financial PlanningCalifornia Lutheran University is seeking a highly qualified and experienced Program Director and Lecturer in Financial Planning to join our faculty. The successful candidate will be responsible for teaching undergraduate and graduate courses in financial planning, as well as serving as the...

  • Financial Planning Associate

    18 hours ago

    Thousand Oaks, California, United States Forum Financial Management Full time

    Job OverviewForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management. We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our Thousand Oaks office.Key ResponsibilitiesDeliver exceptional client service and provide operational support...

  • Financial Planning Associate

    3 weeks ago

    Thousand Oaks, California, United States Forum Financial Management, LP Full time

    Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and has grown by greater than 25% annualized over the last 10 years. We use a highly diversified investment strategy derived from decades of academic research, which we call...

  • Financial Planning Associate

    2 weeks ago

    Thousand Oaks, California, United States Forum Financial Management, LP Full time

    Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and became an independent RIA in 2009. We have grown by greater than 25% annualized over the last 10 years.We are seeking an Associate Financial Advisor to join our Thousand Oaks...

  • Estate Planning Attorney

    2 weeks ago

    Thousand Oaks, California, United States W3Global Inc Full time

    Job Title: Estate Planning AttorneyWe are seeking a skilled Estate Planning Attorney to join our team at W3Global Inc. The ideal candidate will have a strong background in estate planning, trusts, and wills, and be able to provide expert advice to clients.Job Summary:The Estate Planning Attorney will be responsible for meeting with clients to discuss their...

  • Financial Planning Manager

    2 days ago

    Thousand Oaks, California, United States Sensata Technologies Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Sensata Technologies. As a key member of our finance department, you will be responsible for analyzing financial data, developing financial models, and providing strategic recommendations to senior management.Key ResponsibilitiesAnalyze financial data and develop...

  • Financial Planning Manager

    3 weeks ago

    Thousand Oaks, California, United States Sensata Technologies Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Sensata Technologies. As a key member of our finance department, you will be responsible for analyzing financial data, developing financial models, and providing strategic recommendations to senior management.Key ResponsibilitiesAnalyze financial data and develop...

  • Sales Consultant

    2 days ago

    Thousand Oaks, California, United States Swickard Auto Group Full time

    About the RoleWe are seeking a highly motivated and charismatic Sales Consultant to join our team at Swickard Auto Group. As a Sales Consultant, you will be the driving force behind our sales success, building relationships with customers, understanding their needs, and presenting vehicles that perfectly match their lifestyle and budget.Key...

  • Financial Consultant

    1 day ago

    Thousand Oaks, California, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to provide personalized financial planning and investment guidance, helping them achieve their long-term goals.About the Role:This is a unique opportunity to work with a stable industry leader, Fidelity, and contribute to...

  • Sales Consultant

    2 days ago

    Thousand Oaks, California, United States Roche Bobois Full time

    Job Title: Sales Design ConsultantRoche Bobois is a leading European furniture company with a strong presence in North America. We are seeking a highly motivated and customer-focused Sales Design Consultant to join our team.The ideal candidate will have a strong interest in the furniture industry and excellent communication skills. They will be responsible...

  • Senior Relationship Manager

    21 hours ago

    Thousand Oaks, California, United States Bank of America Full time

    Job Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Senior Relationship Manager, you will play a critical role in building and maintaining strong relationships with our Global Commercial Banking clients, providing them with...

  • Sales Consultant

    3 weeks ago

    Thousand Oaks, California, United States Welcome Wagon Full time

    Job OpportunityWelcome Wagon is seeking a dynamic and results-driven Outside Sales Marketing Consultant to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities in your local territory.Key Responsibilities:Generate leads through various sources, including cold calls, emails, and...

  • Data Cloud Product Manager

    4 weeks ago

    Thousand Oaks, California, United States SEI1GLOBAL Full time

    About the RoleWe are seeking a highly skilled Data Cloud Product Manager to join our team at SEI1GLOBAL. As a key member of our organization, you will be responsible for defining and leading the product strategy for our IMS Data Cloud. This is an exciting opportunity to work with a talented team and contribute to the growth and success of our company.Key...

  • Data Cloud Product Manager

    1 month ago

    Thousand Oaks, California, United States SEI1GLOBAL Full time

    About the RoleWe are seeking a highly skilled Data Cloud Product Manager to join our team at SEI1GLOBAL. As a key member of our organization, you will be responsible for defining and leading the product strategy for our IMS Data Cloud. This is an exciting opportunity to work with a talented team and contribute to the growth and success of our company.Key...

  • Data Cloud Product Manager

    2 days ago

    Thousand Oaks, California, United States SEI1GLOBAL Full time

    About the RoleWe are seeking a talented Data Cloud Product Manager to join our team at SEI1GLOBAL. As a key member of our organization, you will be responsible for defining and leading the product strategy for our IMS Data Cloud.Key ResponsibilitiesDevelop and execute the product roadmap for the SEI Data Cloud and SEI Data Share platforms.Engage with...

  • Parts Consultant

    1 week ago

    Thousand Oaks, California, United States Rusnak Full time

    OverviewRusnak Auto Group, a leader in the automotive industry, is seeking a skilled Parts Consultant to join our team. With a commitment to excellence and customer satisfaction, we offer a dynamic work environment and opportunities for growth and development.ResponsibilitiesSell parts and accessories to internal and external clients, ensuring accurate and...

  • Financial Planning Analyst

    3 weeks ago

    Thousand Oaks, California, United States SSi People Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at SSi People. As a key member of our finance team, you will be responsible for providing financial planning and analysis services to our area(s) assigned.Key ResponsibilitiesProvide analytical support to senior management in preparing long-range plans, annual budgets,...