Monetary Strategy and Planning Consultant
Company: Fidelity Investments
Location: Covington
Posted on: January 19, 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: - Please 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 -, 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 "."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 800-835-5099, prompt 2, option
3. We welcome those with experience in jobs such as Financial
Analyst, Payroll Specialist, and Billing, Cost, and Rate Clerk and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Covington , Monetary Strategy and Planning Consultant, Professions , Covington, Kentucky
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