- 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
- Bachelor's Degree strongly preferred for this position
- 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
- 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
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VP, Wealth Management Advisor
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VP, Wealth Management Advisor - Palm Beach Gardens, United States - Fidelity Investments
Description
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.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.The Expertise We're Looking For
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 BringYou are helping families grow and protect their assets by:
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 - FINRACompany 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.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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
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 , or by calling (XXX) XXX-XXXX, prompt 2, option 3.
PDN-9b8d1595-55d8-4c76-80e4-56442a652650
VP, Wealth Management Advisor professionals in Palm Beach Gardens
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Chrisalys McMillan
CDD/EDD, Risk Management & Fraud Investigations