Wealth Management Planning Specialist

7 days ago


Bellevue, Washington, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking an experienced Wealth Management Planning Consultant to join our team at Fidelity Investments. This role is a key component in building strong, personal relationships with our clients and delivering tailored wealth management solutions.

Key Responsibilities
  • Client Interactions: Engage with clients to understand their financial goals and objectives, providing personalized advice and guidance to help them achieve their desired outcomes.
  • Financial Services Experience: Leverage 5+ years of experience in the financial services industry to develop and implement effective wealth management strategies.
  • Subject Matter Expertise: Utilize your expertise in areas such as asset allocation, investment management, and retirement planning to address complex client needs.
  • Dynamic Environment: Thrive in a fast-paced, collaborative environment where you will work closely with cross-functional teams to deliver exceptional results.
Requirements
  • Education and Certifications: Hold a degree and/or relevant professional certifications such as CFP.
  • Interpersonal Skills: Possess excellent communication skills, both written and verbal, to effectively engage with clients and colleagues.
  • Portfolio Management: Ensure that portfolios remain compliant with regulatory guidelines while delivering optimal returns for clients.
Benefits and Opportunities

Fidelity offers a comprehensive benefits package, including competitive compensation, generous paid time off, and opportunities for career growth and development. Our hybrid working model blends the best of both onsite and offsite experiences, allowing you to balance work and personal life. As a dedicated member of our Private Wealth Management team, you will contribute to bringing the most appropriate financial strategies to our clients and supporting their long-term objectives.

Compensation Package

The estimated salary range for this position is $80,000 - $120,000 per year, depending on experience and qualifications. Additionally, you may be eligible for bonuses, equity awards, or other forms of recognition for outstanding performance. Note that actual compensation may vary based on individual circumstances.



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