Wealth Management Consultant
Company: Fidelity Investments
Location: Richmond
Posted on: January 26, 2023
Job Description:
Job Description:At Fidelity, we help our clients and our
associates achieve success through relationships, built on
effective planning and advice. With a focus on Financial Consultant
development and collaboration, you will be provided with various
resources to maximize and ensure successful client outcomes.As a
Team Leader of Financial Consultants, you will lead a team of
Financial Consultants whose objective is to develop a book of
clients - acquire, retain, and develop assets, providing complex
financial planning solutions while deepening customer relationships
over the long-term. Help team apply knowledge of all investment
products and appropriate Fidelity guidance to customer interactions
Ensure compliance with regulatory requirements through observing
client interactions, reviewing trade logs and employee files,
monitoring VP/FC guidance appointments and RM phone
interactions.The Expertise We're Looking For
- Previous management or supervisory experience in financial
services; Sales management and/or Sales experience preferred
- Your passion to coach, develop and lead others enables you to
find happiness in all areas of life. You understand the ins and
outs of what it takes to be successful and motivate others to
achieve their goals
- Ability to motivate and encourage a team to increasingly higher
levels of performance in customer interactions and sales
production, and long-term relationships
- Understanding of Fidelity High Net Worth solutions including
Managed Accounts and Insurance Solutions
- Desire and ability to assist and develop employees -- includes
mentoring and feedback, career development, and handling escalated
calls
- Consistent track record of consistently delivering top
results---The Purpose of Your Role
-Our mission is to provide our clients with outstanding service, a
long-term relationship, and to ensure clients have a financial plan
in place to reach their desired outcomes. We strive to drive
business opportunities by building a strong planning and advisory
team that will embrace the company vision and cultivate long term
client relationships while ensuring high levels of customer
loyalty.
The Skills You Bring
- ---Outstanding leadership skills and ability to coach and
inspire your planning team to grow and develop
- A passion for hiring, mentoring, and developing associates
- Inspired by a real passion for working collaboratively,
improving efficiency, and fostering and implementing new
insights
- Positive demeanor, empowering business professionalism and
strong work ethic with high level of integrity
- Knowledge of financial solutions and planning
- Partner with peers locally and nationally to maintain a culture
of collaboration, success, and reward
- Experience with regulatory and compliance practices and
rules
- Series 7 and Series 9/10 required, ability to obtain Series 66
within 90 daysThe Value You Deliver
-You are a key leader in the Covington, KY Regional Center and
beyond. As someone who leads, recruits, and works closely with
other parts of the organization, inclusive team building with
diversity of thought process is critical to your success. Develop
relationship acumen through dedicated mentoring and coaching.
- Mentor and develop Financial Consultants to deliver an
outstanding experience to our clients
- Encourage your team to drive outstanding planning conversations
and long-lasting client relationships
- Contribute to and influence a collaborative and inspiring team
culture
- Empower the Financial Consultant team to build personalized
plans that support their development towards career goals
- Being coachable, collaborative, and curious are your "go to"
attributesCompany Overview At Fidelity, we are passionate about
making our financial expertise broadly accessible and effective in
helping people live the lives they want. We are a privately held
company that places a high degree of value in creating and
nurturing a work environment that attracts the best talent and
reflects our commitment to our associates. We are proud of our
diverse and inclusive workplace where we respect and value our
associates for their unique perspectives and experiences. For
information about working at Fidelity, visit
Fidelitycareers.comFidelity Investments is an equal opportunity
employer.COVID work policySafety is our top priority, so this role
will be fully remote for the short term. - Once we can be together
in person with fewer safety measures, this role will move to our
dynamic working approach. You'll be spending some of your time
onsite depending on the nature and needs of your role.Dynamic
working - post pandemicOur aim is to combine the best of working
offsite with coming together in person. For most teams this means a
consistent balance of working from home and office that supports
the needs of your role, experience level, and working style.Your
success and growth is important to us, so you'll want to enjoy the
benefits of coming together in person - face to face learning and
training, quality time with your manager and teammates, building
your career network, making friends, and taking full advantage of
cultural and social experiences Fidelity provides for you.Learn
More: - Dynamic WorkingPlease see below for the salary range for
work locations in Colorado only:N/APlease see below for the salary
range for work locations in New York City, Westchester County, NY
and Jersey City, NJ only:N/APlease see below for the salary range
for work locations in California only:N/APlease see below for the
salary range for work locations in Washington
only:N/ACertifications:Series 07 - FINRA, Series 09 - FINRA, Series
10 - FINRA, Series 66 - FINRACompany OverviewFidelity Investments
is a privately held company with a mission -to strengthen the
financial well-being of our clients. -We help people invest and
plan for their future. We assist companies and non-profit
organizations in delivering benefits to their employees. And we
provide institutions and independent advisors with investment and
technology solutions to help invest their own clients' money.
Join UsAt Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a -Glassdoor Employees' Choice
Award, we have been recognized by our employees as a Best Place to
Work in 2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.At Fidelity, our goal is
for most people to work flexibly in a way that balances both
personal and business needs with time onsite and offsite through
what we're calling "Dynamic Working."We invite you to -Find Your
Fidelity -at -fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Accommodation Team by sending an email to
-accommodations @fmr.com, or by calling 800-835-5099, prompt 2,
option 3.
We welcome those with experience in jobs such as Financial Analyst,
Accounts Receivable Clerk, and Accounting Manager and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Dayton , Wealth Management Consultant, Executive , Richmond, Ohio
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