Fidelity Investments
Wealth Management Planning Consultant - Greater Minneapolis Area
Fidelity Investments, Hopkins, Minnesota, United States, 55305
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 ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional certifications such as CFP are helpfulThe 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 consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and collaborative environmentAssurance 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 communicationsResponding 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 planningPartnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offeringsConducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial ConsultantHelping 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 ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Category:
Relationship Management
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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 ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional certifications such as CFP are helpfulThe 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 consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and collaborative environmentAssurance 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 communicationsResponding 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 planningPartnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offeringsConducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial ConsultantHelping 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 ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Category:
Relationship Management
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.