Vice President, Wealth Management Advisor Greater San Jose, CA Area + 2 more

The Company is seeking a Wealth Management Advisor to join their team. The successful candidate will be responsible for building and maintaining deep client relationships by developing and implementing comprehensive financial plans and wealth strategies. This senior-level role requires a focus on future goals and cash flow needs, with an emphasis on savings, investment, and tax strategies. The Wealth Management Advisor will also be involved in trust and estate planning, and must be dedicated to providing a high level of service to ensure client loyalty. Applicants for this position at The Company should be FINRA Series 7 & 66 licensed, or have the ability to acquire Series 66 upon hire, and hold appropriate state registrations. A minimum of 12 years' of financial service experience, including complex planning and sophisticated product offerings, is required. The role demands a sound understanding of the Broker/Dealer and RIA marketplace, as well as the ability to implement key elements of the wealth planning process. The ideal candidate will have a Bachelor's degree, demonstrated expertise in portfolio management, and a strong background in global markets and investment products. An entrepreneurial spirit, strong communication skills, and the ability to work collaboratively to achieve results are also essential.

Hiring Company

Fidelity Investments