Vice President of Wealth Management

1 week ago


Lake Grove, New York, United States Fidelity Investments Full time
Wealth Management Career Opportunity

If you are passionate about guiding clients through comprehensive financial strategies and fostering enduring relationships, this Wealth Planning position may be an ideal match for you.

Qualifications:
  • Bachelor's Degree is strongly preferred
  • CFP designation is highly regarded
  • Series 7, 63, 65, 66, and necessary insurance licenses must be obtained prior to employment
  • Minimum of 5 years in the financial services industry, with 10 years being ideal
  • 3-5 years of experience in financial planning, with 5 years preferred
  • Demonstrated success in client satisfaction and financial planning initiatives
Your Responsibilities:

As a Wealth Planner, you will concentrate on crafting customized planning and investment strategies that empower clients to reach their financial aspirations.

Your Expertise:
  • Exemplary emotional intelligence skills
  • Background in behavioral finance and family dynamics
  • Established history in wealth management planning
  • Proficiency in critical components of the wealth planning process
  • Capability to articulate market influences effectively
The Contribution You Make:

By acting as a trusted advisor and delivering personalized financial planning, you will assist families in growing and safeguarding their wealth.

Your Influence:

Your commitment to individualized financial planning will attract and retain clients seeking dedicated wealth management solutions.

Compensation range: $115,000 - $200,000 annually.

We provide extensive benefits to enhance your well-being and support your professional growth.

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