Wealth Management Planning Consultant - Southlake, TX

locations

1540 East Southlake Blvd., Southlake TX

time type

Full time

posted on

Posted Today

job requisition id

2118447

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 helpful

The 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 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

The 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 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 :

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.

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.