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Senior Vice President, Wealth Strategy Consultant

2 months ago

Palm Beach Gardens, Florida, United States Fidelity Investments Full time

Position Overview:

Are you passionate about cultivating enduring client relationships while guiding them towards financial prosperity? The Wealth Strategy Consultant is responsible for developing holistic financial plans and wealth management strategies to equip clients for their future aspirations and liquidity requirements through effective savings, investment, and tax planning.

Key Qualifications:

  • A minimum of 12 years of experience in the financial services sector, particularly in intricate planning and advanced product solutions.
  • Possession of Series 7, 63, 65, 66, and life insurance licenses is essential prior to employment or must be acquired within six months if previously licensed.
  • A robust understanding of the Broker/Dealer and Registered Investment Advisor (RIA) landscape is highly valued.
  • A Bachelor's Degree is strongly preferred for this role.

Role Purpose:

Do you possess a steadfast dedication to nurturing long-term client relationships? Supported by a formidable team, you will adeptly implement wealth management, trust, and estate planning strategies for individuals while delivering exceptional service to enhance client loyalty.

Essential Skills:

  • Expertise in executing critical components of the wealth planning process, including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance.
  • Ability to establish rapport as a seasoned professional with respected experience, excellent communication skills, and a comprehensive understanding of portfolio management, financial principles, investment strategies, and the characteristics of global markets.
  • Proficiency in constructing, articulating, executing, and managing multi-generational financial plans to address complex investment and tax requirements.
  • A proactive mindset and the capability to collaborate across various departments to achieve organizational goals.

Value Proposition:

You play a pivotal role in assisting families to enhance and safeguard their wealth by:

  • Fostering deep connections with clients and their families to navigate their evolving circumstances through different life stages and facilitate generational wealth transfer.
  • Encouraging client loyalty, increasing share of wallet, and generating referrals from existing clients to attract new business opportunities.
  • Designing investment strategies for trust and wealth management clients with continuous adjustments to account objectives to align with client needs such as retirement income, tax efficiency, and estate planning.
  • Collaborating with fellow planning associates, investment managers, and service support teams to provide an unparalleled service experience.

Organizational Impact:

Our mission is to deliver comprehensive financial strategies encompassing retirement, investment, and planning to effectively protect, grow, and transfer assets in a cohesive manner. As part of a dedicated Wealth Management team, utilizing a dynamic and tailored approach, this group of specialists will assist clients in identifying long-term goals and formulating strategies to achieve them.

Company Overview:

Fidelity Investments is committed to enhancing the financial well-being of our clients. We empower individuals to invest and plan for their futures, support organizations in providing employee benefits, and offer institutions and independent advisors innovative investment and technology solutions.

Work Environment:

At Fidelity, you will discover abundant opportunities to cultivate a fulfilling career that positively influences lives, including your own. We provide flexible benefits that support you throughout your career journey, enabling you to thrive both professionally and personally. Recognized as a top workplace, we value honesty, integrity, and the safety of our associates and clients in a highly regulated industry.