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Fidelity Bank · 4 months ago

Vice President, Wealth Planner - Marin, CA

Larkspur, CA

Full-time

Hybrid

Mid, Senior Level

$115K/yr - $200K/yr

5+ years exp

Fidelity Bank is a financial services organization seeking a Wealth Planner to help clients navigate their financial goals. The Wealth Planner will build deep relationships with clients, providing personalized wealth management and investment strategies to enhance client loyalty and satisfaction.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity

Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs

Using sophisticated planning software to build, analyze, and deliver personalized plans for clients

Guiding and implementing financial plans into the appropriate solutions based on client goals

Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer

Driving loyalty, share of wallet, and referrals from existing customers

Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning

Qualification

CFPFinancial planningWealth managementBehavioral economicsInvestment managementClient relationship managementTech savvyEmotional intelligenceTeam leadership

Required

Bachelor's Degree highly preferred

CFP highly preferred

Series 7, 63, 65, 66 and insurance licenses required prior to hire

5+ years industry experience in financial services or a related field, 10+ years preferred

3-5 years of financial planning experience, 5+ years preferred

Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)

Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)

Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families

Experience with and/or knowledge of behavioral economics and family psychology

Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)

Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance

Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals

Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)

Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates

Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment

Ambitious spirit and the ability to work collaboratively across an organization to achieve results

Tech savvy, embraces and integrates technology to run a planning practice

Excellent team member and leadership skills