Fidelity Investments · 2 days ago
VP, Wealth Management Advisor - Orlando/Tampa
Winter Park, FL
Full-time
Hybrid
Senior LevelFidelity Investments is a financial services company focused on wealth management. The Wealth Management Advisor is responsible for developing comprehensive financial plans and wealth strategies for clients, ensuring a high level of service and client loyalty.
Asset ManagementFinanceFinancial ServicesRetirementWealth 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
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 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.
Founded in 1946
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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2026-01-11
Company data provided by crunchbase