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Senior Wealth Management Advisor

2 months ago

Libertyville, Illinois, United States Fidelity TalentSource LLC Full time



Position Overview:



Wealth Management Advisor

Are you dedicated to guiding clients through comprehensive financial strategies? Do you excel in fostering meaningful relationships? The Wealth Management Advisor role may align with your aspirations.

The Wealth Management Advisor is committed to cultivating profound and impactful relationships with families by collaboratively developing ongoing, tailored, and holistic planning and investment strategies that support their financial objectives now, in the future, and for generations ahead.



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 financial planning experience is required; 5+ years is preferred
  • Demonstrated success in client satisfaction and commitment (e.g., high NPS, retention rates, etc.) and a proven history of financial planning engagements and solution implementations (e.g., financial plans, mentorship, asset consolidation, etc.)


Your Role's Purpose

As a Wealth Management Advisor, you will be pivotal in executing wealth management strategies for clients, fostering high levels of client loyalty and enduring relationships. This role entails 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 experience in developing wealth management plans and strategies for both new and existing clients through fee-based services (including discretionary and non-discretionary investment management)
  • Extensive experience in executing and integrating 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 into suitable solutions based on client objectives
  • Strong understanding of investment and portfolio management principles, financial theories, and a comprehensive range of investment products
  • Ability to communicate market influences and present regular investment updates to clients and team members.
  • Proven sales record in fiduciary planning and asset management, thriving in a high-volume and dynamic environment
  • Proactive mindset with the ability to collaborate across departments to achieve objectives
  • Technologically adept, utilizing technology to enhance planning practices
  • Strong teamwork and leadership capabilities


The Value You Provide

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

  • Acting as the primary trusted advisor and coach to clients with complex financial needs
  • Delivering impartial wealth planning and investment expertise across diverse financial planning requirements
  • Utilizing advanced planning software to create, analyze, and present customized plans for clients
  • Facilitating the implementation of financial plans into appropriate solutions based on client goals
  • Building a Relationship-Based Practice: nurturing deep, trusted, and lasting relationships across generations to assist families in navigating life transitions and wealth transfer
  • Enhancing client loyalty, share of wallet, and referrals from existing clients
  • Collaborating with colleagues and sharing best practices to foster a culture of planning


Impact of Your Work on the Organization

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

We offer a comprehensive benefits package to support your evolving needs and help you thrive both professionally and personally. These benefits include extensive healthcare coverage, retirement plans, generous paid time off, parental leave, and educational assistance programs.


Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profits in providing employee benefits, and offer investment and technology solutions to institutions and independent advisors.

At Fidelity, you will discover numerous opportunities to build a fulfilling career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to excel both at work and at home.

Fidelity is an equal opportunity employer, committed to fostering a diverse workforce and a culture of inclusion and belonging.