Wealth Management Specialist, Sr. jobs in Ann Arbor, MI

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Consultant
  • Fidelity Investments
  • Novi, MI FULL_TIME
  • Job Description:

    Financial Consultant

    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

    The Purpose of Your Role

    Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

    The Expertise We’re Looking For
    • Previous success in building relationships, uncovering needs and recommending solutions
    • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
    • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
    • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

    The Skills You Bring
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Being coachable, collaborative, and curious are your "go to" attributes
    • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
    • Motivated by results and finding solutions, you take initiative and exceed customer expectations
    • Extensive knowledge of investment solutions

    Our Investments in You

    Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

    The Value You Deliver
    • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
    • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
    • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
    • You have a steadfast commitment to your clients while making a positive impact in the community

    Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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 top 10 Best Place to Work in 2024. 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”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    We invite you to Find Your Fidelity at fidelitycareers.com.

    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

    accommodations@fmr.com

    , or by calling 800-835-5099, prompt 2, option 3.

    We welcome those with experience in jobs such as Senior Accountant, Home Buyer s Consultant, and Accounting Assistant and others in the Accounting and Finance to apply.

    About the Company:
    Fidelity Investments



  • 21 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Ann Arbor, MI FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 5 Days Ago

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Wealth Consultant
  • WALDRON PRIVATE WEALTH
  • Plymouth, MI FULL_TIME
  • Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental ...
  • 1 Day Ago

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Associate Wealth Advisor
  • Mariner Wealth Advisors
  • Novi, MI FULL_TIME
  • Overview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively n...
  • 3 Days Ago

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Landscape Lighting Specialist Apprentice
  • Landscape Lighting Specialist
  • Ann Arbor, MI FULL_TIME
  • Do you dream about working outdoors? Are you ready to experience the joy of artistically illuminating beautiful Michigan landscapes? About Us: Landscape Lighting Specialist provides thoughtfully desig...
  • 13 Days Ago

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Occupancy Specialist
  • LR Management
  • Ypsilanti, MI FULL_TIME
  • Who We Are:LR Management is made of up a group of Talented, Driven, Goal-Focused Individuals who take immense pride in their work every day. We professionally manage multifamily housing communities, w...
  • 24 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Ann Arbor, MI area

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Remote - Training Consultant
  • Life Balance Transition
  • Ann Arbor, MI
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 3/29/2024 12:00:00 AM

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Mechanical Estimator
  • The Christman Company
  • Detroit, MI
  • Build More with Your Career at Christman Are you interested in becoming an employee-owner with a leading national genera...
  • 3/29/2024 12:00:00 AM

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Salesforce Specialist
  • HR For The Culture
  • Detroit, MI
  • About the client: Michigan Minority Supplier Development Council (MMSDC) is a non-profit, 501(c)3 organization committed...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Ace Financial
  • Troy, MI
  • GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for ...
  • 3/28/2024 12:00:00 AM

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Sales Agent - Remote - No Cold Calling
  • The Maddox Agency
  • Ann Arbor, MI
  • Job Description Job Description Position: Account Executive / Field Agent / Leadership Position Employment Type: Full ti...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Ann Arbor, MI
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Toledo, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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VP, Financial Consultant – Troy, MI
  • Charles Schwab
  • Troy, MI
  • **Your Opportunity** _At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creati...
  • 3/25/2024 12:00:00 AM

Ann Arbor is a city in the U.S. state of Michigan and the county seat of Washtenaw County. The 2010 census recorded its population to be 113,934, making it the sixth largest city in Michigan. Ann Arbor is home to the University of Michigan. The university significantly shapes Ann Arbor's economy as it employs about 30,000 workers, including about 12,000 in the medical center. The city's economy is also centered on high technology, with several companies drawn to the area by the university's research and development infrastructure. Ann Arbor was founded in 1824, named for wives of the village'...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$114,031 to $163,400
Ann Arbor, Michigan area prices
were up 1.3% from a year ago