VP, Wealth Management Advisor - Orlando/Tampa

Fidelity

3 months ago

4.4 on Glassdoor

Winter Park, FL

Hybrid

Full Time

Senior

0 applicants

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About this role

The Wealth Management Advisor focuses on cultivating deep relationships with clients by designing comprehensive financial plans and wealth strategies aimed at achieving their future goals and effectively managing cash flow through efficient savings, investment, and tax strategies. This senior-level role entails implementing wealth management, trust, and estate planning while delivering superior service to enhance client loyalty.

Skills

Qualifications

Series 7 - FINRASeries 63 - FINRASeries 65 - FINRASeries 66 - FINRACFP®

About Fidelity

fidelity.com

Fidelity 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.