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FmrVP, Wealth Management Advisor - Seattle, WA
Seattleonsitevp$96K – $210K
Posted today · via Workday
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is vp-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Seattle. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included