Wealth Management Financial Specialist

6 days ago


Merrimack, New Hampshire, United States Fidelity Investments Full time
Job Overview

The Wealth Management Team at Fidelity Investments is seeking a highly skilled Wealth Management Financial Specialist to provide exceptional support to our advisory team and clients. This role requires strong communication and organizational skills, as well as the ability to prioritize decisions in a fast-paced environment.

Key Responsibilities:
  • Support the advisory team in delivering customized wealth management services to high net worth clients.
  • Develop and maintain strong relationships with clients through frequent communication and collaboration.
  • Apply effective practice management techniques to deliver complex wealth management services.

Required Skills and Qualifications:

Skills:
  • Extensive experience working with account management, money movement, and transfers of assets requests.
  • Strong communication and organizational skills to prioritize decisions in a fast-moving environment.
  • Creative problem resolution skills with an ability to balance risk and the client experience.
  • Capability to take ownership of complex situations that result in positive outcomes for clients.
Qualifications:
  • Series 7 required.
  • Series 63 or ability to obtain upon hire.
  • 3-5 years of previous financial services experience.

Our Investment in You:

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. The estimated salary for this position is around $65,000 - $80,000 per year, depending on location and experience.

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