Wealth Management Planning Consultant - San Francisco, CA
Wealth Management Planning Consultant - San Francisco, CA
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$ 60000 - 100000
1 Vacancy
Job Description
Job Description:
Wealth Management Planning Consultant
For you client interactions arent just transactions. Theyre relationships that need to be nurtured. Our mission is to build strong personal relationships with our clients and thats a key component to the role of the Wealth Management Planning Consultant.
The Expertise Were Looking For
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 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 Fidelitys 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 Advisors 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
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 $60000 - $100000 per year.Placement in the range will vary based on job responsibilities and scope geographic location candidates 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.
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.
Please be advised that Fidelitys 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.
Certifications:
Certified Financial Planner / CFP- - Issuing Authority Series 07 - FINRA Series 63 - FINRA Series 65 - FINRACategory:
Relationship ManagementRequired Experience:
Contract
Employment Type
Full-Time
