Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helpingfamilies dedicatedlynavigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The ExpertiseWe’reLooking For
Bachelor’s Degree highly preferred
CFP highly preferred
FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon hire
Required: 5+yearsindustry experience in financial services or a related field, 10+ years preferred.
Required: 3-5 years of financial planning experience, 5+ years preferred
Proventrack recordof high client happiness and dedication (e.g.high NPS, retention, etc.)Proventrack recordof financial planning engagements and implementing solutions (e.g.financial plans / mentorship delivered, handled money, assetconsolidationand retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you willbe responsible forthe effective implementation of wealth management for clients to achievea high levelof client loyalty and deeperlong termrelationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans intoappropriate solutionsbased on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Experience communicating factorsimpactingthe markets and the ability to present regular investment updates to clients and associates.
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in ahigh volumebusiness and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
Providing unbiased wealth planning and investmentexpertise,strategiesand advice across a range of financial planning needs
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
Guiding and implementing financial plans into theappropriate solutionsbased on client goals
Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Driving loyalty, share of wallet, and referrals from existing customers
Collaborating with peers anddemonstratingteamwork through standardmethodologysharing that helps foster a culture of planning
How Your Work Impacts the Organization
As a Wealth Planner, your passion,expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, andretainclients that are looking for morepersonalizeand dedicated financial planning.
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Sales
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
