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Wealth Management Service Specialist

2 months ago

Topeka, Kansas, United States Fidelity TalentSource LLC Full time

Position Overview:

To qualify for this position, candidates must reside within a specified distance from designated branch locations.

Remote opportunities are available for licensed Wealth Management Service Specialists in the Kansas City Metro area. While this role allows for remote work, it is essential to live near the Kansas City area to facilitate occasional in-person collaboration with colleagues, which is integral to our organizational culture. We provide virtual interviewing and onboarding processes, along with comprehensive access to virtual training and support. You will have the capability to work from home to effectively assist our clients.

The Purpose of Your Role

As a Wealth Management Service Specialist, your primary focus will be on nurturing relationships with our affluent clients who possess assets ranging from $250,000 to $1 million, each having intricate service and investment requirements. In this capacity, you will contribute to enhancing customer loyalty and identifying business development opportunities.

The Value You Deliver

  • Engaging with clients through inbound communications, addressing their inquiries, and offering guidance on products and services,
  • Executing client requests related to various financial instruments, including options, equities, mutual funds, and fixed income trades, along with other specialized monetary transactions.

The Expertise We Seek

  • Series 7 certification is required
  • Series 63 certification is preferred (training and support provided)
  • 2-3 years of relevant experience in the financial services sector
  • Strong technological proficiency and a willingness to learn new tools

The Skills You Bring

  • Comprehensive knowledge of general financial planning principles
  • Demonstrated customer service, client support, and problem-solving abilities
  • Capability to effectively influence others and employ consultative skills to enhance the client experience

Our Commitment to You

At Fidelity, our greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive rewards package, including a stable base salary, to acknowledge associate achievements. Our benefits programs are designed to help you and your family achieve a balanced lifestyle.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit entities in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

At Fidelity, we uphold values of honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates receiving an offer from Fidelity will be required to complete a background investigation, which may include criminal, civil litigation, regulatory reviews, employment, education, and credit assessments, depending on the role. Where permitted by law, Fidelity may also conduct a pre-employment drug screening.

Fidelity Investments is an equal opportunity employer, committed to fostering a diverse workforce through a culture of inclusion and belonging.