Posted 6 days ago
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**VP, Wealth Management Advisor - San Francisco Bay Area** Drive comprehensive financial plans, wealth strategies, and superior client service. Lead wealth management and trust/estate planning for high-net-worth individuals. Requires FINRA Series 7 & 66 licenses, 12+ years of experience in financial services, understanding of Broker/Dealer and RIA marketplaces, and a Bachelor's degree. Key responsibilities include implementing wealth management services, executing wealth planning processes, and delivering exceptional client experiences. Collaborate cross-functionally to achieve results and drive client loyalty, share of wallet, and referrals.
- Compensation
- $96,000 – $210,000 USD
- City
- San Francisco
- Country
- United States
Currency: $ (USD)
Full Job Description
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 Were Looking For
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
Bachelors Degree required
The Purpose of Your Role
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.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
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
Your 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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You 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 transfer
Developing a comprehensive wealth and financial plan intended to organize the clients 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
How Your Work Impacts the Organization
Private 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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