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Wealth Management Consultant
2 months ago
Fidelity Investments is a leading financial services company that offers a wide range of investment and planning solutions to individuals, businesses, and institutions. We are seeking a highly skilled and motivated Wealth Management Consultant to join our team.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement comprehensive financial plans that meet the needs of our clients.
- Provide expert advice and guidance on investment strategies and products.
- Work closely with our sales and marketing teams to identify new business opportunities and develop strategies to acquire new clients.
- Stay up-to-date with industry trends and developments to ensure that our clients receive the best possible advice and guidance.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous success in building relationships, uncovering needs and recommending solutions.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A range of benefits to meet your evolving needs and help you live your best life at work and at home.
- Opportunities for career growth and development, including tuition reimbursement and learning resources.
- We are a company that values honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
- We offer a collaborative and supportive work environment that encourages open communication and teamwork.
- We are committed to making a positive impact in the community and offer a range of charitable giving programs and volunteer opportunities.
The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
