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.

Expertise and advanced certifications:

• Series 7, 63, 65, 66 and Insurance licenses
• Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS® 
• A sound understanding of the Broker/Dealer and RIA marketplace
• Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings

 

Other important skills:

• Ability to work collaboratively and lead and inspire matrixed teams
• Successful experience in building, articulating, executing, and managing multi-generational financial plans 

The Purpose of 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 Skills You 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 Value You 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 Impacts the 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:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.