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Wealth Management Planning Consultant

2 months ago

Edina, United States Fidelity TalentSource LLC Full time



Job Description:



Wealth Management Planning Consultant

For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.



The Expertise We re Looking For

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license

  • Financial Services experience, we recommend five years

  • Degree and/or other professional certifications such as CFP are helpful



The Purpose of Your Role

You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business.



The Skills You Bring

  • Extraordinary interpersonal communication skills, via telephone and face-to-face consultations

  • You have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationship

  • Your subject matter expertise will be used to address unique and complex client service requests

  • Your appreciation for working in a dynamic and collaborative environment

  • Assurance that portfolios remain in accordance with compliance guidelines



The Value You Deliver

  • Handling inbound calls and emails generated by a book of clients and collaborating on customer communications

  • Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning

  • Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews

  • Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings

  • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant

  • Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments



How Your Work Impacts the Organization

Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.





Certifications:

Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.