Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
FI
Fidelity Investments
VP, Wealth Management Advisor - Seattle, WA
Choose a Location
This role is available in multiple locations. Pick one to apply.
Career Insights for Vice President (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Washington data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Vice President is a high-level manager at a company of organization. Often reports to the President of the company or organization, and sometimes oversees the entirety of one division, department, or sector.
$210,618 / year median in Washington
-5% projected decline
Job Description
Job Description:
Note:
Fidelity will not provide immigration sponsorship for this position. The Role The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies. These plans focus on future goals and cash flow needs through sound and efficient savings, investment, and tax strategies. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty. The Expertise and Skills You Bring FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon 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 Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products, paired with strong communication skills and executive presence 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 The Team Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working as a dedicated team of specialists, Private Wealth Management takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. Through deep client relationships, the team delivers comprehensive wealth management solutions tailored to evolving financial needs. Responsibilities include developing investment strategies, conducting ongoing portfolio reviews, and aligning financial plans with retirement, tax, estate, and wealth preservation objectives. In partnership with financial planning, investment, and service professionals, Private Wealth Management delivers an integrated client experience while fostering long-term relationships and driving business growth. Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $96,000- 210,000 per year.
Certifications:
Certified Financial Planner (CFP)- Issuing Authority, Series 07
- FINRA, Series 63
- FINRA, Series 65
- FINRA, Series 66