Wealth Management Consultant

Join a dynamic team that prioritizes your professional growth and success! As a Wealth Management Consultant, you will leverage your extensive financial knowledge and strong integrity to cultivate long-term relationships with clients, offering them guidance in wealth management and retirement planning.

What We Are Looking For :

FINRA Series 7 & 63 required prior to hire.

Series 65 and / or 66 and state registrations required within 3 months of hire.

Experience working with High Net Worth clients.

A CFP designation is preferred; we offer a Tuition Reimbursement program to assist you in obtaining it.

Your Role :

You will benefit from a robust product platform and exceptional resources in the financial sector while nurturing an established client base. Your leadership and motivation will be key as you provide tailored investment solutions and work to attract new clients.

Skills You Bring :

In-depth understanding of financial markets and the ability to simplify complex concepts for high-value clients.

Proven knowledge of investment products.

Ability to introduce clients to diverse investment strategies while fostering positive, client-focused conversations.

Collaboration with multiple business partners to deliver an unparalleled customer experience and address a wide range of investment needs.

The Value You Deliver :

Focus on building strong client relationships, spending less time on cold calls, and enriching clients' financial journeys through comprehensive planning.

Your integrity, insights, and interpersonal skills will empower you to mentor clients in achieving their retirement goals.

Educate clients on available technology and channels for better investment management.

Our Commitment to You :

We recognize the importance of a holistic approach to life. Our comprehensive benefits are designed to support you and your family in maintaining balance at home and work. Here’s what you can expect to receive :

A competitive total rewards package, including a solid base salary to acknowledge your achievements.

Comprehensive benefits designed to support your well-being.

Resources aimed at helping employees manage their student loan debt.

Your Impact :

In our Investor Center, you’ll work face-to-face with clients, offering mentorship and personalized financial planning. Supported by Fidelity's resources, you will offer clients extensive investment guidance, foster lasting relationships, and build a successful career.

Certifications Required : Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category : Sales

Most roles at Fidelity operate in a Hybrid model, requiring associates to work onsite every other week (all business days, Monday through Friday) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please note that Fidelity's business is governed by the provisions of various financial regulations, which may affect hiring decisions based on certain Criminal Histories.