Wealth Planner

Company: Fidelity Investments
Location: Covington
Posted on: March 13, 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 days The 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" attributes Company 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
      
      Fidelity Investments is an equal opportunity employer.
      
      COVID work policy
      
      Safety 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 pandemic
      
      Our 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 Working
      
      Please see below for the salary range for work locations in Colorado only:
      
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      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
      
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      Please see below for the salary range for work locations in California only:
      
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      Please see below for the salary range for work locations in Washington only:
      
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      Certifications:
      
      Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
      
      Company Overview
      
      Fidelity 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 Us
      
      At 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 2023. 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 .
      
      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 , or by calling , prompt 2, option 3.
      
      We welcome those with experience in jobs such as Accountant, Billing, Cost, and Rate Clerk, and Accounts Payable Clerk and others in the Accounting and Finance to apply.
      

Keywords: Fidelity Investments, Covington , Wealth Planner, Other , Covington, Kentucky