Senior Wealth Management Advisor

1 week ago

Libertyville, Illinois, United States Fidelity TalentSource LLC Full time



Position Overview:



Wealth Management Advisor

Are you driven by a desire to assist clients in developing comprehensive financial strategies? Do you excel at fostering strong, positive relationships? If so, the Wealth Management Advisor role may align with your aspirations.

The Wealth Management Advisor is dedicated to cultivating profound and impactful relationships with families by collaboratively designing personalized and holistic planning and investment strategies that support their financial objectives now and in the future.



Qualifications We Seek
  • Bachelor's Degree is highly preferred
  • CFP designation is highly preferred
  • Series 7, 63, 65, 66, and insurance licenses are required prior to employment
  • Minimum of 5 years of experience in financial services or a related sector; 10+ years is preferred.
  • 3-5 years of experience in financial planning is required; 5+ years is preferred
  • Proven history of high client satisfaction and commitment (e.g., high NPS, retention rates, etc.)
  • Demonstrated success in financial planning engagements and solution implementation (e.g., financial plans delivered, asset management, etc.)


Your Role's Purpose

As a Wealth Management Advisor, you will be instrumental in executing wealth management strategies for clients, fostering high levels of client loyalty and long-term relationships. This role involves delivering personalized and dedicated financial planning integrated with investment management for our esteemed clients.



Skills You Bring
  • Exceptional emotional intelligence with the ability to establish trust and rapport with clients and their families
  • Knowledge of behavioral economics and family dynamics
  • Proven track record in developing wealth management strategies for new and existing clients through fee-based services
  • Extensive experience in executing key components of the wealth planning process, including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
  • Experience in guiding the implementation of financial plans tailored to client objectives
  • Solid understanding of investment and portfolio management principles, financial strategies, and a wide array of investment products
  • Ability to communicate market influences and present regular investment updates to clients and colleagues.
  • Successful sales experience in fiduciary planning and asset management, with a proven ability to thrive in a high-volume environment
  • Proactive and collaborative spirit, working effectively across the organization to achieve results
  • Technologically adept, utilizing technology to enhance planning practices
  • Strong team player with leadership capabilities


The Value You Provide

You assist families in growing, managing, and safeguarding their wealth by:

  • Acting as the primary trusted advisor and counselor to clients with complex financial needs
  • Delivering impartial wealth planning and investment insights across various financial planning areas
  • Utilizing advanced planning software to create, analyze, and present tailored plans for clients
  • Facilitating the implementation of financial plans aligned with client goals
  • Building a relationship-focused practice that nurtures deep, trusted connections across generations, aiding families in navigating life transitions and wealth transfer
  • Enhancing client loyalty and referrals through exceptional service
  • Collaborating with colleagues to share best practices and foster a culture of planning


Impact of Your Work on the Organization

As a Wealth Management Advisor, your passion, expertise, and dedication to personalized financial planning will attract and retain clients seeking tailored financial solutions.

The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We assist individuals in investing and planning for their future, support organizations in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

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 undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include a review of criminal history, civil litigations, employment, education, and credit history.

We invite you to find your path at Fidelity Investments, an equal opportunity employer committed to building a diverse workforce through a culture of inclusion and belonging.

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