Senior Private Wealth Planning Consultant

Fidelity Investments Inc.; San Antonio (TX); Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Wealth Management Planning Consultant to strengthen relationships with our most valued clients, working with Wealth Management Advisors to deliver comprehensive guidance across investments, retirement, and estate planning.

You will conduct proactive outreach, coordinate annual reviews, and support client meetings while addressing planning inquiries and opportunities to deepen relationships through asset consolidation and wealth-management solutions.

Formación

• 5 years' Financial Services experience.
• Bachelor's degree and/or CFP® preferred.
• Strong interpersonal and communication skills, with ability for phone and face-to-face interactions.

Responsabilidades

• Proactive client outreach and coordinating annual reviews.
• Prepare for and support client meetings; address planning and service inquiries.
• Identify opportunities to deepen client relationships through asset consolidation and wealth solutions.

Conocimientos

Series 7 & 66 licensed

Insurance license

5 years' FS experience

CFP preferred

Interpersonal skills

Client engagement

Portfolio review

Team collaboration

Educación

Bachelor's degree

Descripción del empleo

Fidelity Investments Inc. is seeking a Wealth Management Planning Consultant to strengthen relationships with our most valued clients, working with Wealth Management Advisors to deliver comprehensive guidance across investments, retirement, and estate planning.

You will conduct proactive outreach, coordinate annual reviews, and support client meetings while addressing planning inquiries and opportunities to deepen relationships through asset consolidation and wealth-management solutions.