Wealth Management Planning Consultant - Washington DC and Greater Mid Atlantic Region

Fidelity Investments
Reston, VA
Sep 14, 2021
Sep 17, 2021
Full Time
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 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 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 BringExtraordinary 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 DeliverHandling 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 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany OverviewAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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 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. And you don't need a finance background to succeed at Fidelity"A cents € we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.We invite you to Find Your Fidelity at .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 @, or by calling 800-835-5099, prompt 2, option 2.We welcome those with experience in jobs such as Retail Sales Representative, Bookkeeper, and Financial Analyst and others in the Accounting and Finance to apply.

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