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Senior Private Wealth Advisor

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
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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Position Requirements
10+ Years work experience
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