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Wealth Management Specialist
2 months ago
We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in providing exceptional client service and support to our customers.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with our clients, understanding their financial goals and objectives, and providing personalized investment solutions to meet their needs.
- Investment Planning: Develop and implement comprehensive investment plans for our clients, taking into account their risk tolerance, financial situation, and investment goals.
- Product and Service Knowledge: Stay up-to-date on our range of investment products and services, and provide expert advice to our clients on the best options for their individual needs.
- Communication and Interpersonal Skills: Possess excellent communication and interpersonal skills, with the ability to effectively engage with clients, colleagues, and other stakeholders.
- FINRA Licenses: Hold FINRA Series 7 and 63 licenses, with Series 65 or 66 licenses and appropriate state registrations, or the ability to acquire these licenses upon hire.
- Education and Certifications: Possess a degree and/or professional certifications, such as a CFP, or be willing to obtain these through our Tuition Reimbursement program.
- Experience: Bring a minimum of 2 years of experience in a related field, such as financial planning, investment management, or wealth management.
As a Wealth Management Specialist at Fidelity Investments, you will enjoy a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for professional growth and development. You will also have access to our state-of-the-art training programs, designed to help you succeed in your role and advance your career.
Why Join Fidelity InvestmentsFidelity Investments is a leader in the financial services industry, with a reputation for excellence and a commitment to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will be part of a dynamic team that is dedicated to delivering exceptional client service and support. You will have the opportunity to work with a diverse range of clients, from individuals to institutions, and to develop your skills and expertise in a fast-paced and rewarding environment.
