Fidelity Investments Inc.
Senior Private Wealth Advisor
Fidelity Investments Inc., Winter Park, Florida, United States, 32792
A leading financial services firm is seeking a Senior Wealth Management Advisor in Winter Park, Florida. This role focuses on building deep relationships with clients by developing comprehensive financial plans and effective wealth strategies. Candidates should possess relevant licenses and extensive experience in the ultra-high net worth space, with the ability to manage complex investment needs. The position involves collaboration across teams to deliver superior services and drive client loyalty. A hybrid work model is in place, requiring some onsite presence.
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