VP, Wealth Management Advisor - Coral Gables, FL
Fidelity(1 month ago)
About this role
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. 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.
Required Skills
- Wealth Management
- Financial Planning
- Investment Strategies
- Client Relationship Management
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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