Job Description: The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertiseu00A0We re Looking For
Series 7, 63, 65, 66 required prior to hire Insurance licenses must be obtained within 6 months of hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Bachelor s Degree required The Purposeu00A0of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skillsu00A0You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results The Valueu00A0You Deliver
You are helping families grow and protect their assets by: Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer Developing a comprehensive wealth and financial plan intended to organize the client s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience How Your Work Impactsu00A0the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.
Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, 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 Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity s hybrid working model blends the best of both onsite and offsite work experiences.
Working onsite is important for our business strategy and our culture.
We also value the benefits that working offsite offers associates.
Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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
****** .