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Wealth Strategist

2 months ago

Houston, Texas, United States Fidelity TalentSource LLC Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity TalentSource LLC. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and build a stronger financial future.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
  • Provide ongoing financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their long-term objectives.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions to meet their financial goals.
  • Stay up-to-date with market trends and economic changes, and communicate this information to clients in a clear and concise manner.
  • Collaborate with other financial professionals to provide a comprehensive range of financial services to clients.
Requirements
  • Bachelor's degree in a related field, such as finance, economics, or business.
  • Professional certifications, such as CFP or Series 7, 63, 65, and 66 licenses.
  • At least 5 years of experience in financial services or a related field, with a proven track record of success in financial planning and client relationships.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.