Wealth Management Planning Consultant

Welcome to Fidelity Investments, where we are committed to helping our clients achieve their financial goals and secure their financial future. We are currently seeking a dynamic and experienced Wealth Management Planning Consultant to join our team. As a key member of our organization, you will have the opportunity to work with a diverse group of clients and help them navigate their complex financial needs. If you are passionate about providing personalized and strategic financial planning advice and have a strong background in wealth management, we want to hear from you. Join us and make a difference in the lives of our clients.

1. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
2. Conduct comprehensive financial analyses and provide strategic advice to clients on investments, retirement planning, estate planning, tax strategies, and other wealth management areas.
3. Stay updated on market trends and changes in financial regulations to provide clients with the most relevant and accurate advice.
4. Collaborate with other members of the Wealth Management team to ensure a holistic approach to client needs and provide the best possible service.
5. Utilize a variety of financial planning tools and software to create customized financial plans for clients.
6. Communicate complex financial concepts and strategies in a clear and understandable manner to clients.
7. Monitor and review clients' financial plans to ensure they remain aligned with their goals and objectives.
8. Identify and pursue opportunities for business development and growth within the organization.
9. Stay compliant with all industry regulations and standards.
10. Continuously strive to enhance knowledge and skills through professional development opportunities.

According to JobzMall, the average salary range for a Wealth Management Planning Consultant in Boston, MA, USA is between $89,000 and $158,000 per year. However, this can vary depending on factors such as the specific company, level of experience, and education of the individual. Some top-paying companies for this role in Boston include Morgan Stanley, UBS, and Merrill Lynch, with salaries ranging from $100,000 to $250,000 per year.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.