Senior Wealth Management Advisor — Multigenerational Planning

Fidelity; United States; On-site; USD 180,000 - 240,000; Full time

Job summary

Fidelity seeks a senior Wealth Management Advisor to deepen client relationships by designing comprehensive financial plans and wealth strategies focused on goals, cash flow, savings, investments, and tax optimization. The role includes fiduciary guidance, estate planning, and delivering exceptional service.

The position emphasizes leadership in wealth planning, client loyalty, and collaboration across Private Wealth Management to meet evolving financial needs and growth targets.

Qualifications

• FINRA licenses: Series 7 and 66 required or ability to acquire Series 66 on hire
• 12+ years in financial services including complex planning and sophisticated product offerings
• Strong understanding of Broker/Dealer and RIA marketplace
• Ability to implement wealth planning elements including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
• Demonstrated expertise in portfolio management, financial principles, and global markets with strong communication skills
• Experience building multi-generational financial plans to address complex investment and tax needs

Responsibilities

• Develop and implement comprehensive wealth management, trust and estate planning solutions for high-net-worth clients
• Lead ongoing portfolio reviews and adjust investment strategies aligned with retirement, tax, and estate objectives
• Collaborate across Planning, Investment and Service teams to deliver integrated client experiences
• Foster long-term client relationships and drive business growth through superior service

Skills

Series 7

Series 66

Broker/Dealer knowledge

Portfolio management

Financial planning

Communication skills

Executive presence

Education

Bachelor's Degree

Job description

Fidelity seeks a senior Wealth Management Advisor to deepen client relationships by designing comprehensive financial plans and wealth strategies focused on goals, cash flow, savings, investments, and tax optimization. The role includes fiduciary guidance, estate planning, and delivering exceptional service.

The position emphasizes leadership in wealth planning, client loyalty, and collaboration across Private Wealth Management to meet evolving financial needs and growth targets.