Posted 13 days ago
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**Wealth Management Planning Consultant - St. Louis or Kansas City, MO** Leverage exceptional interpersonal skills to cultivate client relationships as a Wealth Management Planning Consultant. Key responsibilities include handling client communications, addressing diverse financial needs, and collaborating with Advisors. Required skills span FINRA Series 7, 63, and 65/66 licenses, with a life insurance license. A minimum of five years in financial services and a relevant degree or CFP certification are preferred. This role necessitates a dynamic and collaborative environment, with onsite work at Fidelity offices every other week. Fidelity offers competitive benefits and fosters a diverse and inclusive workspace.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
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 arent just transactions. Theyre 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 Were 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 Fidelitys 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 Advisors 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 - FINRACategory:
Relationship ManagementMost 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 Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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