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Senior Vice President, Wealth Management Advisor

2 months ago

Greenville, South Carolina, United States Fidelity Investments Full time

Position Overview: Wealth Management Advisor

Are you dedicated to guiding clients through intricate wealth management strategies? Do you thrive on cultivating profound, positive connections? If so, the Wealth Management Advisor position may align with your aspirations.

The Wealth Management Advisor is pivotal in fostering meaningful relationships with families by collaboratively developing personalized and comprehensive financial and investment strategies aimed at fulfilling their financial objectives across generations.

Key Qualifications:

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

Your Role:

As a Wealth Management Advisor, you will ensure the effective execution of wealth management strategies for clients, aiming to cultivate loyalty and long-term relationships. This role involves providing personalized and dedicated financial planning integrated with investment management for our esteemed clients.

Essential Skills:

  • Exceptional emotional intelligence with the ability to build trust and rapport with clients and their families.
  • Knowledge of behavioral economics and family dynamics.
  • Proven ability to develop wealth management plans and strategies for both 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 clients through the implementation of financial plans tailored to their goals.
  • Strong understanding of investment management principles, market characteristics, and a comprehensive range of investment products.
  • Ability to communicate market influences and present regular investment updates to clients.
  • Successful sales experience in fiduciary planning and asset management, with a proven ability to thrive in a high-volume, dynamic environment.
  • Collaborative spirit with a focus on achieving results across the organization.
  • Technologically adept, utilizing technology to enhance planning practices.
  • Strong teamwork and leadership capabilities.

Value Proposition:

In this role, you will assist families in growing, managing, and safeguarding their wealth by:

  • Acting as the primary trusted advisor and counselor to clients with complex financial needs.
  • Providing impartial wealth planning and investment guidance across diverse financial requirements.
  • Utilizing advanced planning software to create, analyze, and present tailored plans for clients.
  • Facilitating the implementation of financial plans aligned with client objectives.
  • Building a relationship-driven practice that nurtures deep, trusted connections across generations, aiding families in navigating life transitions and wealth transfer.
  • Enhancing client loyalty and encouraging referrals from existing clients.
  • Collaborating with colleagues to share best practices and foster a culture of planning.

Impact on the Organization:

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

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 investment and technology solutions to institutions and independent advisors.

Fidelity's Commitment:

We prioritize honesty, integrity, and the safety of our associates and clients in a regulated industry. We are an equal opportunity employer, dedicated to fostering a diverse and inclusive workforce.