Fiduciary Planning and Wealth Management Specialist

1 week ago

The Woodlands, United States Fidelity TalentSource LLC Full time
Company Overview
Fidelity Investments is a leading financial services company with a mission to strengthen the financial well-being of our clients. We offer a wide range of investment and planning solutions to help individuals, companies, and non-profit organizations achieve their financial goals.

Job Description
We are seeking an experienced Fiduciary Planning and Wealth Management Specialist to join our team. As a key member of our wealth management division, you will be responsible for providing personalized fiduciary planning and wealth management services to high net worth individuals and families. This includes developing comprehensive financial plans, managing investment portfolios, and implementing estate and tax strategies to help clients achieve their long-term financial objectives.

Required Skills and Qualifications
To succeed in this role, you must have:
- A Bachelor's degree in a related field, such as finance or accounting
- Professional certifications, such as CFP or PFS
- At least 5 years of experience in fiduciary planning and wealth management
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues

Benefits
As a valued member of our team, you can expect to receive a competitive salary and benefits package, including:
- An estimated annual salary of $120,000 - $150,000, depending on experience and qualifications
- Comprehensive health insurance, including medical, dental, and vision coverage
- 401(k) matching program, with a company match of up to 6% of your contributions
- Paid time off, including vacation days, sick leave, and holidays

How You Will Impact the Organization
As a Fiduciary Planning and Wealth Management Specialist, you will play a critical role in helping us deliver exceptional client service and driving business growth. Your expertise and dedication will enable us to attract and retain high net worth clients, while also building strong relationships with existing clients and colleagues.

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