VP, Wealth Management Advisor - Seattle, WA
Fidelity•Seattle, WA
•Onsite
About The Position
The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies. These plans focus on future goals and cash flow needs through sound and efficient savings, investment, and tax strategies. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty.
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon 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
- Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
- Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products, paired with strong communication skills and executive presence
- 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
Nice To Haves
- Certified Financial Planner (CFP)
Responsibilities
- Developing comprehensive financial plans and wealth strategies focused on future goals and cash flow needs.
- Implementing wealth management, trust and estate planning for individuals.
- Maintaining a high level of outstanding service to drive client loyalty.
- Developing investment strategies.
- Conducting ongoing portfolio reviews.
- Aligning financial plans with retirement, tax, estate, and wealth preservation objectives.
- Delivering an integrated client experience.
- Fostering long-term relationships.
- Driving business growth.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
