Wealth Management Planning Consultant - San Francisco Bay Area

Company: Fidelity Investments
Location: San Francisco
Posted on: May 16, 2022

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 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 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 guidelinesThe 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 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:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany OverviewFidelity 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 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. 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.As a result of COVID-19, many of our associates are continuing to work remotely. 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 2. We welcome those with experience in jobs such as Financial Analyst, Residential Real Estate Agent, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, San Francisco , Wealth Management Planning Consultant - San Francisco Bay Area, Executive , San Francisco, California