Private Wealth Planning Strategist

Fidelity Investments Inc.

Austin (TX)

On-site

USD 90,000 - 140,000

Full time

6 days ago

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Job summary

Fidelity Investments seeks a Wealth Management Planning Consultant to strengthen relationships with our most valued clients. In partnership with Wealth Management Advisors, you will support investments, retirement, estate planning and asset allocation, coordinate annual reviews, and assist client meetings.

Licenses include Series 7 & 66 and an insurance license; five years in financial services; a Bachelor's degree and CFP preferred.

Qualifications

Series 7 & 66 licensed.
Insurance license required.
5 years in financial services.
Bachelor's degree and/or CFP designation preferred.
Exceptional interpersonal and communication skills for telephone and in-person interactions.
Ability to deliver personalized, high-touch service and build trusted client relationships.
Experience addressing complex client inquiries with tailored wealth solutions.
Collaborative, cross-team work style to achieve client outcomes.

Responsibilities

Proactive client outreach and annual reviews coordination.
Prepare for and support client meetings across planning needs.
Address a wide range of planning and service inquiries.
Identify opportunities to deepen relationships through asset consolidation and wealth solutions.
Collaborate with Wealth Management Advisors to deliver integrated strategies.