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About the Role
As a Wealth Planner, you will drive meaningful, long-term relationships with clients seeking tailored financial guidance. You will serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You will partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals. Using sophisticated planning tools, you will implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you will build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.
Responsibilities
- Develop personalized, comprehensive financial roadmaps.
- Deliver integrated wealth planning and investment strategies.
- Implement solutions supporting key life events, wealth transfer, and multigenerational planning.
- Build client dedication and increase share of wallet.
- Generate referrals and collaborate with peers.
- Strengthen a culture of planning.
Requirements
- Bachelor’s Degree highly preferred.
- CFP highly preferred.
- Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
- 5+ years industry experience in financial services or a related field, 10+ years preferred.
- 3-5 years of financial planning experience, 5+ years preferred.
- Strong understanding of behavioral economics and family dynamics.
- Outstanding relationship-building skills with collaborative attitude.
- Proven track record of client satisfaction (high Net Promoter Score).
- Deep understanding of investment theory, markets, and products.
- Success in fast-paced environment.
- Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning.
- Fidelity will not provide immigration sponsorship for this position.
- Individuals with certain Criminal Histories may be restricted from hiring or association due to regulatory provisions.
Skills
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Protection planning
- Behavioral economics
- Family dynamics
- Relationship-building
- Client satisfaction
- Investment theory
- Market analysis
- Product knowledge
Location
- Onsite
Work Type
- Full-time
Experience Level
- 5+ years industry experience
- 3-5 years financial planning experience
Education Level
- Bachelor’s Degree
- CFP certification
Salary/Compensations
- $96,000-$210,000 per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement plan
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
About the Company
- Fidelity’s greatest advantage is its people.
- We believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement.
- We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive.
- Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- 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.
Equal Opportunity
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.