VP, Wealth Management Advisor - San Jose Area
About The Position
The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies focused on clients’ future goals and cash flow needs through sound savings, investment, and tax strategies. This senior-level position implements wealth management, trust, and estate planning for individuals while maintaining outstanding service to drive client loyalty. Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working with a dedicated team of specialists, the advisor takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. The team delivers tailored, comprehensive wealth management solutions as clients’ needs evolve. Responsibilities include developing investment strategies, conducting ongoing portfolio reviews, and aligning financial plans with retirement, tax, estate, and wealth-preservation objectives. In partnership with financial planning, investment, and service professionals, the team provides an integrated client experience, fosters long-term relationships, and drives business growth. Fidelity will not provide immigration sponsorship for this position. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve; this transition does not apply to fully remote roles.
Requirements
- FINRA Series 7 and 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
- Minimum 12 years of financial services experience, including complex planning and sophisticated product offerings.
- 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.
- Strong communication skills and executive presence.
- Extensive, successful experience building, articulating, executing, and managing multigenerational financial plans to address complex investment and tax needs.
- Entrepreneurial spirit and ability to collaborate across an organization to achieve results.
Responsibilities
- Develop comprehensive financial plans and wealth strategies focused on clients’ future goals and cash flow needs.
- Implement wealth management, trust, and estate planning for individuals.
- Develop investment strategies and conduct ongoing portfolio reviews.
- Align financial plans with retirement, tax, estate, and wealth-preservation objectives.
- Collaborate with financial planning, investment, and service professionals to deliver an integrated client experience.
- Build and maintain deep client relationships, provide outstanding service, and drive client loyalty and business growth.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources for career development
- Bonus or other variable compensation may be included, depending on position and eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
