Wealth Management Planning Consultant
6 days ago
About the Role:
We are seeking a highly skilled Wealth Management Planning Consultant to join our team. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional client service and building strong relationships with our most sophisticated and valued clients.
Key Responsibilities:
- Provide high-level customer service to Fidelity's most valued clients
- Collaborate with Advisors to increase and develop their business
- Handle inbound calls and emails generated by a book of clients
- Respond to a range of customer needs, including mutual fund inquiries, asset allocation discussions, and brokerage needs
- Partner with Advisors to implement a structured client contact strategy and encourage annual reviews
- Conduct basic guidance preparation discussions with clients to support overall strategies developed by Financial Consultants
- Help with pre- and post-guidance appointments, making follow-up calls to understand client meeting objectives and prepare for future appointments
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 helpful
What We Offer:
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a range of opportunities for learning and career growth, a dynamic and collaborative work environment, and a commitment to building strong relationships with our clients.
How to Apply:
If you are a motivated and experienced professional looking to build a meaningful career in financial services, we encourage you to apply for this exciting opportunity.
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