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Senior Wealth Management Executive

2 months ago

Hopkins, Minnesota, United States Fidelity Investments Full time

Job Summary

Fidelity Investments is seeking a highly skilled Wealth Management Advisor to join our team. As a senior level professional, you will be responsible for delivering exceptional wealth management services to our clients, leveraging your expertise in financial planning, investment, and banking.

Key Responsibilities

  • Develop and implement comprehensive wealth management plans for high net worth individuals and families.
  • Provide expert advice on investment strategies, financial planning, and wealth preservation.
  • Build and maintain strong relationships with clients, understanding their unique needs and goals.
  • Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.

Requirements

  • Minimum 5 years of experience in wealth management, financial planning, or a related field.
  • Proven track record of delivering exceptional client service and driving business growth.
  • Strong knowledge of financial planning, investment, and banking principles.
  • Excellent communication and interpersonal skills.

What We Offer

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation and benefits package.