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Wealth Management Specialist
2 months ago
We are seeking a highly skilled Wealth Management Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in providing exceptional client service and building strong relationships with our clients.
Key Responsibilities- Engage face-to-face with clients to understand their financial goals and provide personalized planning and guidance.
- Develop and implement comprehensive investment strategies to meet client needs and objectives.
- Build and maintain strong relationships with clients through regular communication and follow-up.
- Stay up-to-date on industry trends and developments to provide expert advice and guidance to clients.
- Collaborate with internal teams to ensure seamless delivery of services and support to clients.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous success in building relationships, uncovering needs and recommending solutions.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A comprehensive benefits package, including 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.
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.
