VP, Wealth Management Advisor - San Francisco Bay Area

Fidelity Investments•Sacramento, CA

4d•$96,000 - $210,000•Onsite

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.

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

Nice To Haves

Certified Financial Planner (CFP)

Responsibilities

Implementing wealth management, trust and estate planning to individuals.
Executing key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance.
Building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs.
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.