VP, Wealth Management Advisor - Palo Alto, CA
Fidelity(6 days ago)
About this role
The Wealth Management Advisor role is a senior position focused on developing comprehensive financial and wealth strategies for clients to meet their future goals. The job emphasizes building strong client relationships through personalized wealth management, trust, and estate planning, ensuring high-quality service and client loyalty.
Required Skills
- Financial Planning
- Estate Planning
- Investment Strategies
- Tax Strategies
- Client Relationship
- Wealth Management
- Trust Planning
- Financial Principles
- Portfolio Management
- Retirement Planning
Qualifications
- CFP
- Series 07
- Series 63
- Series 65
- Series 66
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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