What are the responsibilities and job description for the Wealth Management Planning Consultant - St. Louis or Kansas City, MO position at Fidelity Investments?
Job Description
NOTE: In order to be considered for this opportunity, you must be located within the Greater Kansas City area.
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
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
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, Series 66 - FINRA
Category
Relationship Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
NOTE: In order to be considered for this opportunity, you must be located within the Greater Kansas City area.
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
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
- 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
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, Series 66 - FINRA
Category
Relationship Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.