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Fidelity Bank · 6 days ago

VP, Wealth Management Advisor - Coral Gables, FL

Coral Gables, FL

Full-time

Hybrid

Senior Level

Fidelity Bank is seeking a VP, Wealth Management Advisor to focus on driving deeper relationships with clients through comprehensive financial planning and wealth strategies. This senior-level role involves implementing wealth management, trust, and estate planning while maintaining superior service to enhance client loyalty.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

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

Executing key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance

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

Qualification

Series 7Series 63Series 65Series 66CFP®CPWA®CIMA®CAIA®CFA®ChFC®CWS®Financial planningPortfolio managementInvestment strategiesWealth managementEntrepreneurial spiritTeam leadershipCommunication skills

Required

Series 7, 63, 65, 66 and Insurance licenses

A sound understanding of the Broker/Dealer and RIA marketplace

Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings

Ability to work collaboratively and lead and inspire matrixed teams

Successful experience in building, articulating, executing, and managing multi-generational financial plans

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

Your 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