Fidelity Bank · 7 hours ago
Wealth Management Planning Consultant - Greater Detroit, MI
44244 WEST 12 MILE ROAD, SUITE 100, Novi MI
Full-time
Hybrid
Senior Level
5+ years expFidelity Bank is dedicated to building strong, personal relationships with clients, and they are seeking a Wealth Management Planning Consultant to enhance client interactions. This role involves providing high-level customer service and supporting Advisors in managing and developing client relationships in Wealth Management.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Handling inbound calls and emails generated by a book of clients and collaborating on customer communications
Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews
Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant
Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments
Qualification
Required
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license
Financial Services experience, we recommend five years
Degree and/or other professional certifications such as CFP are helpful
Extraordinary interpersonal communication skills, via telephone and face-to-face consultations
A passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationship
Subject matter expertise to address unique and complex client service requests
Appreciation for working in a dynamic and collaborative environment
Assurance that portfolios remain in accordance with compliance guidelines
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase