Wealth Management Planning Consultant - Palo Alto, CA

Fidelity•Palo Alto, CA

16h•$70,000 - $105,000•Hybrid

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. The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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.

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
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

Nice To Haves

Degree and/or other professional certifications such as CFP are helpful

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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