Wealth Management Planning Consultant - St. Louis or Kansas City, MO

Fidelity Investments•Chesterfield, MO

4d•Hybrid

About The Position

The Wealth Management Planning Consultant provides the highest level of customer service to Fidelity’s most sophisticated and valued clients. Through frequent communication and teamwork, this role is a key player on the Wealth Management team, directly supporting the Advisor’s efforts to increase and develop their business. The consultant will handle inbound calls and emails, respond to a range of customer needs including mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, and income and retirement planning. They will also partner with the Advisor to implement a structured client contact strategy, encourage annual reviews, identify opportunities for asset consolidation and High Net Worth product development, and conduct basic guidance preparation discussions with clients. The role also involves helping with pre- and post-guidance appointments and making follow-up calls.

Requirements

Located within the Greater Kansas City area
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 (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