Wealth Management Planning Consultant
Company: Fidelity Investments
Location: North Vernon
Posted on: June 22, 2022
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Job Description:
Job Description: 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: Series 07 - FINRA, Series
63 - 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 Best Place to Work in 2022. 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. Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, 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 " Dynamic Working ." 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 Leave of
Absence/Accommodation Team by sending an email to accommodations
fmr.com , or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Home Buyer s
Consultant, Payroll Specialist, and Staff Accountant and others in
the Accounting and Finance to apply.
Keywords: Fidelity Investments, Bloomington , Wealth Management Planning Consultant, Accounting, Auditing , North Vernon, Indiana
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