Fidelity TalentSource LLC | Vice President, Wealth Planner
2 days ago
Job Description:
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 helping families dedicatedly navigate 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 Expertise We re Looking For
- Bachelor s Degree highly preferred
- CFP highly preferred
- Series 7, 63, 65, 66 and insurance licenses required prior to hire
- Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
- Required: 3-5 years of financial planning experience, 5+ years preferred
- Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. 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 into appropriate solutions based 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 factors impacting the 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 a high volume business 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
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 investment expertise, strategies and 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 the appropriate solutions based 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 and demonstrating teamwork through standard methodology sharing 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, and retain clients that are looking for more personalize and dedicated financial planning.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
-
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
The Woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Vice President, Wealth Planner
2 weeks ago
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Vice President, Wealth Planner
2 weeks ago
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Vice President, Wealth Planner
2 weeks ago
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Vice President, Wealth Planner
2 weeks ago
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Vice President, Wealth Planner
2 weeks ago
The Woodlands, TX, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Fidelity Wealth Strategist
4 days ago
The Woodlands, United States Fidelity TalentSource LLC Full timeWealth Planner Role at FidelityThe new Wealth Planner role is designed for professionals passionate about helping clients achieve their comprehensive wealth strategies. As a trusted advisor, you will focus on building meaningful relationships with families by co-creating personalized planning and investment strategies.This role requires:Bachelor's Degree...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeScrum Master Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master in Westlake, TX! The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Wealth division of Fidelity. You will advise and...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeAs a Principal Cloud Engineer, you will utilize your strong Cloud experience to develop solutions in support of Fidelity Wealth development squads. This position involves working on an exceptionally talented team whose job is to build platforms and solutions in support of Fidelity’s cloud journey. The ideal candidate for this position will have a strong...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeAs a Principal Cloud Engineer, you will utilize your strong Cloud experience to develop solutions in support of Fidelity Wealth development squads. This position involves working on an exceptionally talented team whose job is to build platforms and solutions in support of Fidelity’s cloud journey. The ideal candidate for this position will have a strong...
-
Smithfield, RI, United States Fidelity TalentSource LLC Full timeScrum Master Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master in Smithfield, RI! The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Wealth division of Fidelity. You will advise and...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timePrincipal Software Engineer (Java) Job Description Fidelity Wealth Group – Core Wealth Platform Technology is looking for a passionate Principal Software Engineer Developer to build and support world-class products for its business-critical Managed Solutions Product Area. Our engineering team is innovative, diverse, passionate and dedicated. We...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeSecurity officer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Westlake, TX! The Role The Security Representative is a Brand Ambassador for Global Security Operations who provides outstanding customer service during the course of their...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeJob Description: The Role Fidelity Workplace Investments is looking for a Vice President, Associate Experience Architecture to be a leader in moving us forward on our digital associate & content experience and the journey for Associate Experience & Service Strategy Product Area. You will lead a talented and diverse team responsible for delivering on the WI...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Mainframe Programmer to work in Fidelity’s Workplace Investing Business Unit in Westlake, TX. Seeking a Senior Software Engineer with superb technical skills to develop and maintain high volume production...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeJob Description Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.We are currently sourcing for a Business Analyst to work in Fidelity’s Healthcare business unit in Durham, NC or Westlake, TX!The Role The Health & Welfare Implementation Benefits Analyst (BA) will apply their consulting, analysis, and...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeSenior Software Engineer – Full stack Engineer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Full Stack Engineer to work in Westlake, TX! The Role Our teams build Applications that support Fidelity’s large scale digital presence. You will help us design...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Network Engineer to work in Fidelity’s Enterprise Infrastructure Group in Westlake TX or Merrimack NH. The Role The Senior Network Engineer is responsible for design, engineering, and implementation of Fidelity...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeSenior Data Modeler As the Senior Data Modeler supporting Workplace Investments (WI), you blend deep data modeling knowledge and Data Architecture experience to build Data Models for multiple Key initiatives. You have a curiosity about coaching, mentoring, and developing associates. In an agile structure you will collaborate with other leaders to establish...
