Wealth Management Planning Consultant - Bellevue, WA

Fidelity Investments • Bellevue, WA

254d • $60,000 - $100,000 • Hybrid

About The Position

As a Wealth Management Planning Consultant at Fidelity Investments, you will be responsible for nurturing client relationships and providing exceptional customer service to our most valued clients. This role is integral to the Wealth Management team, where you will support Advisors in developing their business through effective communication and teamwork. Your expertise will be utilized to address complex client service requests, ensuring compliance with guidelines while delivering personalized financial strategies.

Requirements

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (or ability to acquire upon hire).
• Life Insurance license.
• Five years of financial services experience recommended.
• Degree and/or professional certifications such as CFP are helpful.

Nice To Haves

• Extraordinary interpersonal communication skills.
• Passion for delivering thoughtful and trustworthy service.
• Ability to work in a dynamic and collaborative environment.

Responsibilities

• Handle inbound calls and emails from a book of clients, collaborating on customer communications.
• Respond to a range of customer needs, including mutual fund inquiries, asset allocation discussions, and retirement planning.
• Partner with Advisors to implement a structured client contact strategy and encourage annual reviews.
• Identify opportunities for asset consolidation and sophisticated product offerings.
• Conduct basic guidance preparation discussions with clients to support overall strategies.
• Assist with pre- and post-guidance appointments, making follow-up calls to understand client meeting objectives.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree