Fidelity Investments · 1 day ago
VP, Wealth Management Advisor - San Jose Area
San Jose, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$115K/yr - $200K/yr
12+ years expFidelity Investments is a leading financial services company, and they are seeking a VP, Wealth Management Advisor. This senior level position is responsible for implementing wealth management and estate planning strategies while ensuring superior service to enhance client loyalty.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Partner with San Francisco, North Bay and East Bay branches
Focus on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies
Implement wealth management, trust and estate planning to individuals while maintaining a high level of superior service
Execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Build 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
Qualification
Required
Series 7, 63, 65, 66 required prior to hire
Insurance licenses must be obtained within 6 months of 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
Preferred
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
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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