Job Description: Vice President, Private Wealth Management Advisor Job Profile Summary Provide strategic leadership for the achievement of business unit objectives in line with Fidelity’s overall mission and objectives. …
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$96k–$210k/yr
Full-time
bachelor degree, professional certificate
Comprehensive Health Care Coverage, Emotional Well-being Support, Retirement Plan, Paid Time Off, Parental Leave, Charitable Giving Employee Match Program
Posted 18d ago
~40 hrs/week
Responsibilities
Provide strategic leadership in designing and implementing comprehensive wealth, trust, and estate plans for individuals. Drive client loyalty and asset growth by developing tailored financial strategies and managing multi-generational wealth transfers.
Requirements
Requires a Bachelor's degree and at least 12 years of financial services experience with complex planning. Must hold or be able to acquire FINRA Series 7 and 66 licenses.
Full job description
Job Description:
Vice President, Private Wealth Management Advisor
Job Profile Summary
Provide strategic leadership for the achievement of business unit objectives in line with Fidelity’s overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty.
Job Description
Job Description
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
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’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 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
Note: Fidelity is not providing immigration sponsorship for this position
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 transfer
Developing 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 strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing 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 planning
Coordinating 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.
Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $96,000-$210,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Sales
Related keywords
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Certified Financial PlannerCFPBroker/DealerRIAWealth ManagementEstate PlanningTrust StrategyPortfolio ManagementTax MinimizationFinancial PlanningPrivate Wealth ManagementAsset Protection
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,401,955
Total funding
$2.0B
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
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