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 ExpertiseWe
9reLooking For

• FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon 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
  9s Degreerequired

The Purposeof Your Role

This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals whilemaintaininga high levelof superior service to drive client loyalty.

The SkillsYou 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 withsignificant experience, keen communicatingskillsand depth of knowledgeregardingportfolio 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

Note: Fidelity is not providing immigration sponsorship for this position

The ValueYou 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
  9s 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 accountobjectivesto 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 Impactsthe 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 clientsidentifylong termobjectivesand develop strategies for achieving them.