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VP, Wealth Management Advisor

San Francisco, CA, USA | Fidelity Investments

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    12-15 years
Job Description:
119 people have viewed this job

Series 7, 63, 65, 66 required prior to hire 

Insurance licenses must be obtained within 6 months of hire

Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings

A sound understanding of the Broker/Dealer and RIA marketplace

Bachelor’s Degree required

The Purpose of Your Role

This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.

The Skills You Bring

Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance

Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products

Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs

An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results

The Value You Deliver

You are helping families grow and protect their assets by: 

Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer

Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy

Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities

Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning

Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience

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