Wealth Management Specialist
2 days 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 helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with our clients, understanding their financial needs and providing personalized guidance and recommendations.
- Financial Planning: Develop and implement comprehensive financial plans for our clients, taking into account their investment goals, risk tolerance, and time horizon.
- Investment Solutions: Provide clients with a range of investment solutions, including retirement plans, investment portfolios, and other financial products.
- Communication and Education: Communicate complex financial information to clients in a clear and concise manner, and educate them on various investment options and strategies.
- FINRA Licenses: Hold FINRA Series 7 and 63 licenses, and Series 65 or 66 licenses, or be able to acquire them upon hire.
- Education and Certifications: Possess a degree and/or professional certifications, such as a CFP, or be willing to obtain them through Fidelity's Tuition Reimbursement program.
- Skills and Experience: Bring a strong understanding of investment solutions, financial planning, and client relationship management, with a proven track record of success in a similar role.
Fidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, and a range of benefits and perks to support your career growth and well-being.
Why Join FidelityAt Fidelity, we value honesty, integrity, and the safety of our associates and clients. We are committed to creating a diverse and inclusive work environment that fosters collaboration, innovation, and excellence. If you are a motivated and results-driven professional who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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