VP, Wealth Management Advisor - North Bay Area
Fidelity Investments•Burlingame, CA
379d•$115,000 - $200,000•Hybrid
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About The Position
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. 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.
