Senior Wealth Management Advisor - Family Wealth & Planning

Fidelity Investments Inc.; Austin (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Fidelity Investments Inc. in Austin is seeking a senior Wealth Management Advisor to drive deeper client relationships by developing comprehensive financial plans and wealth strategies for future goals and cash flow needs.

The role requires Series 7, 63, 65, 66 licenses prior to hire, a Bachelor's degree, and at least 12 years in financial services. You will lead complex planning across investments, taxes, and estate management while delivering exceptional service onsite.

Qualifications

• 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.

Responsibilities

• Implement wealth management, trust and estate planning for individuals while maintaining high service levels.
• Coordinate with financial planning associates, investment managers, and service reps to deliver optimized service.
• Drive client loyalty by delivering comprehensive plans and sound investment strategies.
• Develop multi-generational financial plans to meet complex investment and tax needs.

Skills

Wealth planning process

Portfolio management theory

Multi-generational planning

Interpersonal communication

Education

Bachelor's Degree

Job description

Fidelity Investments Inc. in Austin is seeking a senior Wealth Management Advisor to drive deeper client relationships by developing comprehensive financial plans and wealth strategies for future goals and cash flow needs.

The role requires Series 7, 63, 65, 66 licenses prior to hire, a Bachelor's degree, and at least 12 years in financial services. You will lead complex planning across investments, taxes, and estate management while delivering exceptional service onsite.