Vice President, Wealth Management Advisor Greater Santa Ana, 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, cash flow needs, and the delivery of sound and efficient savings, investment, and tax strategies. The Wealth Management Advisor will also be tasked with successfully implementing wealth management, trust, and estate planning for individuals, all while ensuring a high level of outstanding service to drive client loyalty. Applicants must have a minimum of 12 years of financial service experience, with a strong background in complex planning and sophisticated product offerings. A sound understanding of the Broker/Dealer and RIA marketplace is essential, as is a Bachelor's degree and the ability to hold or acquire the necessary FINRA licenses. The role demands expertise in portfolio management, financial principles, investment strategies, and global markets, as well as strong communication skills and executive presence. The ideal candidate will have extensive experience in multi-generational financial planning, be entrepreneurial, and demonstrate the ability to work collaboratively to achieve results.

Hiring Company

Fidelity Investments