Wealth Management Planning Consultant - Texas Hill Country (Austin/San Antonio, TX)

Fidelity • San Antonio, TX

8d • Onsite

About The Position

The Wealth Management Planning Consultant role is focused on building strong, personal relationships with clients, providing the highest level of customer service to Fidelity’s most sophisticated and valued clients. This role is a key player on the Wealth Management team, directly supporting the Advisor’s efforts to increase and develop their business through frequent communication and teamwork.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Financial Services experience (five years recommended)
• Extraordinary interpersonal communication skills, via telephone and face-to-face consultations
• Passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationship
• Subject matter expertise to address unique and complex client service requests
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed