Job Description - VP, Wealth Management Advisor - Atlanta, GA (1907514)Job Description VP, Wealth Management Advisor - Atlanta, GA - 1907514 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 For Series 7, 63, 65, 66 required prior to hire Insurance 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 Broker/Dealer and RIA marketplaceBachelor’s 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 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 results 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 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 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.
Company Overview At Fidelity, we are focused on 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 associate for their unique perspectives and experiences.
For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
Job: Sales & Relationship ManagementPrimary Location: US-GA-Atlanta - Investor CenterSchedule: Full-timeJob Level: Individual ContributorEducation Level: Bachelor's Degree (±16 years)Job Type: Standard: Overtime Status: ExemptTravel: Yes, 25 % of the Time