Job Description:

Do you want to focus on driving deeper relationships with clients while helping them plan for financial success? The Wealth Management Advisor builds comprehensive financial plans and wealth strategies to prepare their customers for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. 

The Expertise We’re Looking For 

We believe a minimum of 12 years in the financial industry, with experience in complex planning and sophisticated product offerings 

Series 7, 63, 65, 66 and life insurance licenses required prior to hire or if previously licensed, must be obtained within 6 months of hie 

We also value a strong understanding of the Broker/Dealer and RIA marketplace 

We require a Bachelor’s Degree strongly preferred for this position 

The Purpose of Your Role 

Do you have an unwavering commitment to sustaining long-lasting relationships? Reinforced by an impressive support team, we believe you will effectively implement wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. 

The Skills You Bring 

Execution on 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 respected 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 capableness in building, articulating, executing, and handling multi-generational financial plans to tackle complex investment and tax needs 

An ambitious 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 handle their changing situations through life stages and generational wealth transfer 

Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities 

Crafting 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 

Partnering with peer planning associates, investment managers, and service support representatives to deliver a rare service experience 

How Your Work Impacts the Organization 

It is our mission to bring financial strategies across retirement, investment, and planning in an effort to successfully 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

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.