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  • Senior Wealth Planning Specialist

    Company: Fidelity Investments

    Location: Jersey City, NJ

    Date Posted: September 13, 2013

    The Senior Wealth Planning Specialist (SWPS) will partner closely with Wealth Management Advisors to deliver comprehensive wealth planning advice to Private Wealth Management HNW clients. The SWPS will review and analyze the client’s overall financial situation to create a net worth statement, uncover key financial and wealth issues which need to be addressed and resolved, and fully understand the client’s goals and objectives. The SWPS will fully understand a client’s current situation and be responsible for identifying and recommending planning strategies to address these key issues. The Senior Wealth Management Specialist will work on all cases as a team with a Wealth Planning Specialist (WPS). The Senior Wealth Planning Specialist will have expertise in the following planning areas:...

    from Fidelity Investments