Private Wealth Advisor

Private Wealth Advisor - Fidelity Channel | NY or Chicago3+ years of experience working with Fidelity as a custodial platform10+ years of investment industry experience serving high-net-worth clientsSeries 65 license required; bachelor’s degree required; MBA, CFP, or related certification preferredStrong ability to advise sophisticated investors across investment, planning, and broader high-net-worth client needsProficient in Microsoft Excel, Word, PowerPoint, CRM systems, and client/account database platformsThe Private Wealth Advisor will serve as the primary point of contact for the firm’s Wealth Management clients, acting as a liaison between clients, the Portfolio Management team, and the Advanced Wealth Planning & Strategies team. He/she will be responsible for coordinating the delivery of the firm’s full suite of wealth management services, including investment and planning solutions, while building long-term, trusted relationships with clients and their outside advisors.This role focuses on deepening existing client relationships, identifying new client opportunities, and ensuring clients receive a high level of coordinated, professional service across the firm.Chicago or NY office