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Wealth Management Planning Consultant at Fidelity - ApplyBlast

Wealth Management Planning Consultant

Fidelity

25 days ago

4.4 on Glassdoor

San Antonio, Texas, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Wealth Management Planning Consultant strengthens client relationships and delivers an exceptional experience to Fidelity’s most sophisticated clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, and estate planning needs. Success requires proactive communication, collaboration, and a commitment to helping clients achieve their long-term financial goals.

Responsibilities

Provide comprehensive support across investment and retirement planning needs
Coordinate annual reviews and support client meetings with Wealth Management Advisors
Identify opportunities to deepen client relationships through asset consolidation

Skills

Qualifications

Series 7Series 66Insurance licenseCFP®

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.