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Wealth Strategist
2 months ago
We are seeking a highly skilled and experienced Wealth Strategist to join our team at Fidelity TalentSource LLC. As a Wealth Strategist, you will be responsible for providing personalized and dedicated financial planning and investment advice to our clients.
Key Responsibilities- Develop and implement comprehensive wealth management plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Provide ongoing investment advice and portfolio management services to clients, including asset allocation, investment selection, and portfolio rebalancing.
- Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet those needs.
- Stay up-to-date with market trends and economic conditions, and communicate this information to clients in a clear and concise manner.
- Collaborate with other financial professionals to provide a comprehensive range of financial services to clients.
- Bachelor's degree in a related field, such as finance, economics, or business.
- Series 7, 63, 65, and 66 licenses, as well as insurance licenses, are required.
- At least 5 years of experience in the financial services industry, with a proven track record of success in financial planning and investment management.
- 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.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
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, to us. We look forward to hearing from you
