VP, Wealth Management Advisor - New York

Job Description: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.The Expertise We're Looking ForSeries 7, 63, 65, 66 required prior to hireInsurance licenses must be obtained within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product offeringsA sound understanding of the BrokerDealer and RIA marketplaceBachelor's Degree requiredThe Purpose of Your RoleThis 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 BringAbility to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family AssistanceRapport 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 productsYour extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needsAn entrepreneurial spirit and the ability to work collaboratively across an organization to achieve resultsThe Value You DeliverYou 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 transferDeveloping 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 strategyDriving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunitiesAnalyzing 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 planningCoordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experienceHow Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales

Created: 2025-01-14