Wealth Planning Expert

6 days ago

New York, New York, United States Fidelity TalentSource LLC Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Planning Expert to join our team at Fidelity TalentSource LLC. As a Wealth Planning Expert, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive wealth management plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Provide ongoing financial planning and investment advice to clients, ensuring that their financial plans are aligned with their changing needs and circumstances.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Collaborate with other financial professionals to ensure that clients receive a comprehensive and integrated financial planning experience.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide innovative and effective financial planning solutions to clients.
Requirements
  • 5+ years of experience in financial planning and wealth management, with a strong track record of delivering high-quality financial planning services to clients.
  • Strong knowledge of financial planning principles, investment products, and tax strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on delivering results and meeting client needs.
  • Series 7, 63, 65, and 66 licenses, or equivalent.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • A dynamic and supportive work environment, with opportunities to work with a talented and experienced team of financial professionals.
  • Access to ongoing training and professional development opportunities, to help you stay up-to-date with industry trends and best practices.
How to Apply

If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and a cover letter outlining your qualifications and experience.

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