Financial Planning Expert

3 days ago


Westwood, Massachusetts, United States Fidelity TalentSource LLC Full time
Job Description

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.
Responsibilities
  1. 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.
  2. 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.
  3. 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.
Requirements
  • 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.
About Us

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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