Full-Time

VP – Wealth Management Advisor

Posted on 1/6/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Senior, Expert

Company Historically Provides H1B Sponsorship

Jacksonville Beach, FL, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Series 7, 63, 65, 66 and Insurance licenses
  • A sound understanding of the Broker/Dealer and RIA marketplace
  • Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings
  • Ability to work collaboratively and lead and inspire matrixed teams
  • Successful experience in building, articulating, executing, and managing multi-generational financial plans
Responsibilities
  • Effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty
  • 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
Desired Qualifications
  • Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS®

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. Unique features like Watch List Visualization for iPad and Open Limit Order Visualization enhance user experience by providing insights into stock performance and order status. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$123.7B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in AI tools could boost Fidelity's tech-driven investment solutions.
  • Partnership with Kaiser Permanente opens opportunities in corporate benefits sector.
  • Growing data lakehouse trend offers potential for enhanced data analytics at Fidelity.

What critics are saying

  • AI startup growth may increase competition in AI-driven financial services.
  • Talent drain risk as key personnel move to competitors like Aviva Investors.
  • Challenges in capturing cryptocurrency market share amid significant outflows from competitors.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative tech solutions like Market Monitor for Google Glass.
  • Fidelity's partnership with Kaiser Permanente enhances its corporate retirement plan services.
  • Fidelity's diverse app ecosystem supports multiple platforms, including Windows Phone and iPad.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

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