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Wealth Strategist

4 weeks ago

Naples, Florida, United States Fidelity Investments Full time
Job Description: Wealth Strategist

We are seeking a skilled Wealth Strategist to join our team at Fidelity Investments. As a Wealth Strategist, you will be responsible for providing personalized financial planning and investment advice to our clients. Your expertise will help clients achieve their financial goals and build a secure financial future.

The ideal candidate will have a strong understanding of financial planning principles, investment strategies, and tax planning. You will work closely with clients to understand their financial objectives, develop tailored plans, and implement investment solutions. Your ability to build trust and relationships with clients will be essential in delivering exceptional service and driving client satisfaction.

The Skills You Bring
  • Strong knowledge of financial planning principles, investment strategies, and tax planning
  • Excellent communication and interpersonal skills
  • Ability to build trust and relationships with clients
  • Strong analytical and problem-solving skills
  • Experience with financial planning software and tools
The Value You Deliver

As a Wealth Strategist, you will deliver exceptional service to our clients by:

  • Providing personalized financial planning and investment advice
  • Developing tailored plans to meet client objectives
  • Implementing investment solutions to achieve client goals
  • Building trust and relationships with clients
  • Driving client satisfaction and loyalty