Financial Planning Expert
3 days ago
We are seeking a skilled Wealth Management Planning Consultant to join our team at Fidelity Investments. As a key member of our Private Wealth Management team, you will play a critical role in building strong relationships with our clients and providing them with personalized financial strategies.
About the Role- Your Mission: To provide exceptional customer service to our most sophisticated and valued clients, while working closely with Advisors to increase and develop their business.
- Handling inbound calls and emails generated by a book of clients, collaborating on customer communications, and responding to a range of customer needs, including mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
- Partnering with the Advisor and implementing a structured client contact strategy, encouraging annual reviews, and seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings.
- Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant, helping with pre- and post-guidance appointments, and making follow-up calls to understand the client meeting objectives and prepare for future appointments.
- A passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationship.
- Extraordinary interpersonal communication skills, via telephone and face-to-face consultations.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license.
- Five years of experience in financial services is recommended, with degree and/or professional certifications such as CFP being helpful.
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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Benefits- An estimated salary range of $80,000 - $110,000 per year, depending on experience.
- A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) matching program.
- Ongoing training and professional development opportunities to help you grow your career.
- A dynamic and collaborative work environment, with flexible work arrangements to suit your needs.
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