Wealth Management Planning Consultant - Palo Alto, CA
About The Position
Wealth Management Planning Consultant 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 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire 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 Note: Fidelity will not provide immigration sponsorship for this position. 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.
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Financial Services experience, we recommend five years
- Degree and/or other professional certifications such as CFP are helpful
- 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
Responsibilities
- 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
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
