2 jobs for "Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL"

Wealth Management, Senior Relationship Manager - Michigan

At Fidelity Investments - Novi · Farmington Hills

Posted on Nov 6

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Wealth Planner - Orland Park, IL

At Fidelity Investments - Orland Park · Chicago

Posted on Nov 5

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Fidelity Investments

Wealth Management, Senior Relationship Manager - Michigan

Novi, MI · Farmington Hills, MI · Ann Arbor, MIPosted 4 days ago

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Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

As a key member of the Private Wealth Management team, the SRM partners closely with Wealth Management Advisors (WMAs) and business partners to deliver a highly personalized experience for Fidelity's most sophisticated and high-net-worth "self-directed" clients. Through a differentiated service experience and meaningful client engagement, the SRM is responsible for deepening relationships with clients and their families, improving client outcomes, and supporting asset retention and growth.

The SRM serves as the primary relationship manager, navigating complex client situations, connecting clients to the full breadth of Fidelity's capabilities, and providing proactive guidance through WMAs and business partners. The SRM develops a comprehensive understanding of clients' priorities and evolving needs, engaging clients and their families to help navigate important life events and financial decisions. Through collaboration with WMAs and specialists across Fidelity, the SRM helps connect clients to relevant solutions and resources that support a highly personalized experience.

The Expertise and Skills You Bring

• FINRA Series 7 & 63/65 or 66 and Insurance licenses required

• Bachelor's Degree preferred

• CFP certification strongly encouraged

• 5+ years of customer service experience in the Financial Services industry, coupled with strong operational fluency and a proven ability to deliver timely and accurate client outcomes

• 2+ years supporting High Net Worth (HNW) clients within a branch or wealth management environment, with experience handling complex client situations and service requests

• Ability to proactively establish and deepen client relationships, based on trust, consistency, follow-through, and genuine care for their needs and outcomes

• Ability to serve clients across all stages of their wealth journey through service reviews, joint meetings with WMAs and business partner specialists, and helping clients navigate important life events

• Exceptional relationship management and client service skills, with a passion for delivering highly personalized experiences while adhering to regulatory and compliance requirements

• Proven ability to build trust, credibility and long-term relationships with high-net-worth clients and their families

• Intellectual curiosity and a consultative approach to understanding client interests, needs and evolving circumstances with an ability and desire to align Fidelity's products and solutions

• Executive presence and professionalism, with the ability to effectively engage and influence sophisticated clients

• Strong organizational skills, attention to detail and ability to manage competing priorities effectively

• Ability to thrive in a dynamic, fast-paced environment while navigating complex client situations

• Strong partnership and collaboration skills, with the ability to work across teams to deliver seamless client experiences and positive outcomes

• Drive to grow and manage a practice through strategic planning and execution

• Commitment to continuous improvement, coaching and professional development

• Anchor HNW relationships to Fidelity by serving as the bridge between how clients want to work with us now and in the future

• Create opportunities to deepen relationships by connecting clients to relevant planning, investment and wealth management capabilities

• Deliver proactive, personalized engagement that helps clients make informed decisions and realize greater value from their relationship with Fidelity

• Develop multi-generational family relationships with HNW families and earn introductions to other prospective clients

• Fully leverage Fidelity's digital tools, technology, and aligned resources to serve clients more efficiently

The Team

Private Wealth Management (PWM) delivers integrated retirement, investment, tax, and estate planning strategies to help clients protect, grow and transfer wealth. The PWM offering brings sophisticated research, portfolio management, personalized trading, and custom investment strategies to Ultra High Net Worth (UHNW) families, paired with exceptional high-touch service through a dedicated team. We embrace complexity and seek to serve as a multi-generational wealth partner to our clients and their loved ones.

The SRM is fully dedicated to PWM's self-directed clients who want to retain control of their investment and planning decisions in partnership with a trusted professional that knows how to navigate Fidelity's product and service offerings. As client preferences evolve and life events occur, SRMs connect clients to relevant guidance and expertise that ensures continued satisfaction and loyalty to Fidelity.

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.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About Fidelity Investments

A privately- held financial services company that is committed to helping people invest and plan for their futures.

Size: 10,000+ employees
Industry: Financial Services

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