Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, ... our Wealth Management and Institutional business lines. The BDO will review service model ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, ... our Wealth Management and Institutional business lines. The BDO will review service model ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, ... our Wealth Management and Institutional business lines. The BDO will review service model ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, ... our Wealth Management and Institutional business lines. The BDO will review service model ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, ... our Wealth Management and Institutional business lines. The BDO will review service model ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, ... our Wealth Management and Institutional business lines. The BDO will review service model ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Quick apply
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Quick apply
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Quick apply
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Quick apply
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Wealth Advisor, Managing Director
Naples, FL · On-site
$500/wk
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Wealth Advisor, Managing Director
Naples, FL · On-site
$500/wk
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated ...
Merrimack, NH and Greenville, DE Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The ...
Merrimack, NH and Greenville, DE Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The ...
Manager Fidelity Wealth Management information
See salary details
$24.5K - $32.8K
9% of jobs
$32.8K - $41.1K
15% of jobs
$41.8K is the 25th percentile. Wages below this are outliers.
$41.1K - $49.5K
17% of jobs
The median wage is $52.3K / yr.
$49.5K - $57.8K
27% of jobs
$62.9K is the 75th percentile. Wages above this are outliers.
$57.8K - $66.1K
12% of jobs
$66.1K - $74.4K
8% of jobs
$74.4K - $82.7K
4% of jobs
$82.7K - $91K
3% of jobs
$91K - $99.4K
2% of jobs
$99.4K - $107.7K
2% of jobs
$107.7K - $116K
1% of jobs
$24.5K
$59.5K
$116K
How much do manager fidelity wealth management jobs pay per year?
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What is the difference between Manager Fidelity Wealth Management vs Financial Advisor?
| Aspect | Manager Fidelity Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | Series 7, 66, CFP (preferred) | Series 7, 66, CFP (preferred) |
| Work Environment | Banking/Financial institution, corporate setting | Independent or firm-based, client-facing |
| Primary Focus | Overseeing wealth management teams, strategic planning | Providing personalized financial planning and investment advice |
While both roles require similar certifications and work in financial services, a Manager Fidelity Wealth Management typically oversees teams and manages strategic operations within Fidelity, whereas a Financial Advisor directly advises clients on investments and financial planning. The manager role is more supervisory and administrative, focusing on team performance, while the advisor role emphasizes client relationships and personalized advice.
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VP, Business Development Officer, Fidelity Personal Trust Company, FSB
Fidelity InvestmentsMerrimack, NH
Full-time
Posted 18 days ago
Fidelity Investments rating
8.7
Based on 264 frontline employees who took The Breakroom Quiz
14th of 138 rated financial services
Job description
Note: Fidelity will not provide immigration sponsorship for this position.
The RoleThe VP, Business Development Officer (BDO) develops personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across our Wealth Management and Institutional business lines. The BDO will review service model components, system requirements, business processes and procedures, and product positioning for trustee services, and identify and implement new features and/or distribution channels for personal trust business. The VP also works with Marketing partners to develop appropriate educational and other material (print, video & webinar) and leads a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities.
This role can be located in Merrimack, NH, Smithfield, RI or Greenville, DE.
The Expertise and Skills You Bring- J.D. required
- 13+ years of trust administration, risk and/or wealth planning experience with a trust bank or in the financial services industry.
- 5 + years in a people leadership capacity.
- CTFA, CFP, FINRA Series 7, 24 are a plus
- Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern such.
- Subject expertise in trust and estate planning to connect strategies to implementation.
- Ability to think analytically and strategically and relay complex situations clearly and effectively.
- Demonstrates strong written, verbal, and interpersonal communication skills.
- Works independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency.
- Demonstrates collaboration skills, and ability to function as a great teammate.
- Presents group training and/or acts as a coach/mentor.
- Recognizes risk across processes and identify downstream implications of change.
- Collaborates and coordinate with Senior management, advisors, attorneys, and tax professionals.
- Possesses and outstanding work ethic, integrity, team spirit and judgment.
- Experienced in engaging with audit and government regulators to facilitate examination of the bank.
- Strong background in compliance, risk management and risk mitigation.
Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelity's Wealth Management ultra and high net worth customers in every state and to such customers of our Fidelity Institutional business. The Business Development Officer will be part of a leadership team consisting of the Chief Operating Officer, the Chief Fiduciary Officer, the Head of Fiduciary Tax, and the Head of Trust Administration, who partner together to grow the business and manage it to high standards of regulatory and financial excellence, while working across the enterprise for the benefit of the company's customers. FPTC is a subsidiary of Fidelity Investments, a financial services company whose goal is to strengthen and secure the financial wellbeing of our customers by providing excellent customer service, investment choice, and innovative solutions, all delivered within a personalized experience.
Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
Certifications:Series 07 - FINRA, Series 24 - FINRACategory:Product ManagementPlease 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.
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