Private Wealth Planning Consultant

Fidelity; United States; On-site; USD 95,000 - 150,000; Full time

Job summary

Fidelity's Wealth Management Planning Consultant role strengthens relationships with Fidelity's most valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs.

Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings, addressing planning inquiries, and identifying opportunities

Qualifications

• Series 7 & 66 licenses or state registrations.
• 5 years of financial services experience.
• Bachelor's degree and/or CFP certification preferred.

Responsibilities

• Proactively reach out to clients and coordinate annual reviews.
• Prepare for and support client meetings with Wealth Management Advisors.
• Address a wide range of planning and service inquiries.
• Identify opportunities to deepen client relationships through asset consolidation and wealth management solutions.

Skills

Series 7 & 66 license

Financial services experience

Interpersonal skills

Client relationship building

Portfolio monitoring

Education

Bachelor's degree

CFP certification preferred

Job description

Fidelity's Wealth Management Planning Consultant role strengthens relationships with Fidelity's most valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs.

Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings, addressing planning inquiries, and identifying opportunities