Wealth Management Planning Consultant - St. Louis or Kansas City, MO

Job description

Job Description: NOTE: In order to be considered for this opportunity, you must be located within the Greater Kansas City area. For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We’re Looking For: 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 The Purpose of Your Role: You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business. The Skills You Bring: Extraordinary interpersonal communication skills, via telephone and face-to-face consultations You have a passion for delivering thoughtful & trustworthy service to clients seeking...