Fidelity Bank

Wealth Management Relationship Manager/Wealth Advisor

Posted on 03/01/2022

Fidelity Bank is looking for an experienced wealth management professional for our Lehigh Valley market to join our award-winning team. In this role as Wealth Management Relationship Manager, you will work with personal and business clients to meet their trust, financial planning, investment and insurance needs.  As an integral part of the Wealth Management team, you will cultivate new trust and investment opportunities and referrals and build and maintain client relationships.  While partnering with your clients to understand their financial objectives, you will be their trusted financial advisor, providing guidance and financial tools to develop strong financial plans.

You will work with your internal business partners to develop new business through branch referrals and cross-sell bank products and services for your wealth clients.  Providing required information on sales and service activities, understanding and executing on trust and investment strategies and program designs, and being knowledgeable of applicable laws and regulations are included duties in this role.

At least 5 years of experience in wealth management is required.

Fidelity Bank is recognized as one of the “Top 200 Community Banks” in the country by American Banker. It has been selected “Best Bank” by readers of the Times Tribune newspaper eight times, as well as by readers of the Morning Call newspaper. Fidelity has been the #1 mortgage lender in the Scranton/Wilkes MSA for the last twelve years, and has been ranked a “Superior” by independent industry watchdog, Bauer Financial for the 6th consecutive year. Fidelity offers a positive and supportive environment, focusing on work/life balance, encouraging volunteerism, and investing in education and training. To be considered for this exciting opportunity with a growing community-focused bank, forward your resume to workatfidelity at fddbank dot com.