Fidelity Bank · 1 week ago
VP, Wealth Management Advisor - Orlando/Tampa
900 North Orlando Ave, Winter Park FL
Full-time
Hybrid
Senior LevelFidelity Bank is a financial services organization seeking a VP, Wealth Management Advisor to drive client relationships through comprehensive financial planning and wealth strategies. This senior-level position focuses on implementing wealth management and estate planning while delivering superior service to enhance client loyalty.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
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
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
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
Preferred
Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS®
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase