VP, Wealth Management Advisor - Sacramento, CA Area
About the 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.
Responsibilities
- 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
- Build, articulate, execute, and manage multi-generational financial plans to solve complex investment and tax needs
- Help 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
- Develop 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
- Drive loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
- Analyze and create 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
- Coordinate with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
Requirements
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
Qualifications
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
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
Skills
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
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
Benefits
The value you deliver includes 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
Pay
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.
Schedule
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.