Wealth Strategist

4 days ago


New York, New York, United States Fidelity TalentSource LLC Full time
Job Title: Wealth Planner

About the Role:

We are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and build a secure financial future.

Key Responsibilities:

  • Develop and implement comprehensive wealth management plans for clients, taking into account their financial goals, risk tolerance, and investment objectives.
  • Provide ongoing financial planning and investment advice to clients, including portfolio management and retirement planning.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients' investments are aligned with their goals and risk tolerance.
  • Collaborate with other professionals within the organization to provide a comprehensive range of financial services to clients.

Requirements:

  • 5+ years of experience in financial planning and wealth management, with a strong background in investment analysis and portfolio management.
  • Series 7, 63, 65, and 66 licenses, as well as a bachelor's degree in a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.

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 collaborate with experienced professionals and learn from industry experts.
  • Access to cutting-edge technology and tools, with ongoing training and development opportunities to 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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