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 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 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

Note: Fidelity will not provide immigration sponsorship for this position.

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.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.