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Wealth Management Planning Consultant

2 months ago

Hopkins, Minnesota, United States Fidelity TalentSource LLC Full time

Job Summary:

We are seeking a highly skilled Wealth Management Planning Consultant to join our team at Fidelity Investments. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service to our most sophisticated and valued clients.

About the Role:

You will be working closely with our Financial Consultants to develop and implement customized financial strategies for our clients. This will involve providing expert advice on investment planning, asset allocation, and wealth management. Your strong interpersonal skills and ability to build trust with clients will be essential in delivering high-touch relationships and driving business growth.

Key Responsibilities:

  • Provide exceptional customer service to clients, responding to their needs and inquiries in a timely and professional manner.
  • Work closely with Financial Consultants to develop and implement customized financial strategies for clients.
  • Conduct regular client reviews and provide guidance on investment planning, asset allocation, and wealth management.
  • Identify opportunities for asset consolidation and high-net-worth product development, and collaborate with the Advisor to implement these strategies.
  • Partner with the Advisor to implement a structured client contact strategy and encourage annual reviews.

Requirements:

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license.
  • Financial Services experience, preferably five years.
  • Degree and/or other professional certifications such as CFP are highly desirable.

About Fidelity:

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 clients' money.

Why Join Us:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. We offer flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. We're honored to have been recognized as a top 10 Best Place to Work in 2024 by Glassdoor Employees Choice Award.