Wealth Management Planning Consultant
Company: Fidelity Investments Inc.
Location: Minnetonka
Posted on: May 25, 2023
Job Description:
Job Description:Wealth Management Planning ConsultantFor 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
helpfulThe Purpose of Your RoleYou 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
guidelinesThe 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 appointmentsHow Your Work Impacts the
OrganizationOur 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.Please see below for the salary range for
work locations in Colorado only:N/APlease see below for the salary
range for work locations in New York City, Westchester County, NY
and Jersey City, NJ only:N/APlease see below for the salary range
for work locations in California only:N/APlease see below for the
salary range for work locations in Washington
only:N/ACertifications:Certified Financial Planner - / CFP- - -
Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65
- FINRACompany OverviewFidelity Investments is a privately held
company with a missionto 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 UsAt 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, we
have been recognized by our employees as a Best Place to Work in
2023. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.At Fidelity, our goal is
for most people to work flexibly in a way that balances both
personal and business needs with time onsite and offsite through
what we're calling "."We invite you toFind Your Fidelityat.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, or by
calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments Inc., Minnetonka , Wealth Management Planning Consultant, Professions , Minnetonka, Minnesota
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