Wealth Management Planning Consultant - Denver, CO

Fidelity Investments•Greenwood Village, CO

2d•Hybrid

About The Position

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. 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. 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
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 will be used 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