Wealth Planner

1 month ago

Naples, United States Fidelity Investments Full time
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:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

  • Wealth Planner

    1 month ago

    Naples, United States Fidelity TalentSource LLC Full time

    Job 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...

  • Wealth Planner

    3 months ago

    Naples, United States Fidelity TalentSource LLC Full time

    Job 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...

  • Wealth Advisor

    2 weeks ago

    Naples, United States MAI Wealth Management, Inc. Full time

    GENERAL JOB DESCRIPTION The Wealth Advisor will be responsible for supporting and implementing MAI's full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications perspectives. In addition,...

  • Wealth Advisor

    2 months ago

    Naples, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Advisor will be responsible for supporting and implementing MAI’s full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client...

  • Financial Wealth Consultant

    2 weeks ago

    Naples, Florida, United States MAI Wealth Management, Inc. Full time

    Job OverviewPOSITION SUMMARYThe Financial Wealth Consultant will play a crucial role in executing MAI's comprehensive strategy for engaging with clients through our Advisor Referral Program (ARP). This professional will oversee, or assist in overseeing, client relationships encompassing investment management, financial planning, and effective client...

  • Client Service Associate

    2 weeks ago

    Naples, United States HighTower Full time

    Our Story Hightower Naples was founded in 2011 by Mark Masterson and David Emma. We employ a comprehensive, planning-based approach to meet the specific needs of the families we serve. Our clients include many successful private business owners, professional athletes, and senior executives at leading public companies across the country. Working with a small,...

  • VP, Financial Consultant

    3 weeks ago

    Naples, United States Charles Schwab Full time

    Your Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing their practices,...

  • Trusts and Estate Attorney

    2 months ago

    Naples, United States Galbraith Weatherbie Law, PLLC Full time

    *About Us:* We are a prestigious concierge trusts and estates law firm dedicated to providing exceptional services to high-net-worth individuals. Our clientele includes top-tier professionals, business owners, and affluent families who require personalized and sophisticated legal solutions. We pride ourselves on our comprehensive estate planning strategies,...

  • Trusts and Estate Attorney

    2 months ago

    Naples, United States Galbraith Weatherbie Law, PLLC Full time

    *About Us:* We are a prestigious concierge trusts and estates law firm dedicated to providing exceptional services to high-net-worth individuals. Our clientele includes top-tier professionals, business owners, and affluent families who require personalized and sophisticated legal solutions. We pride ourselves on our comprehensive estate planning strategies,...

  • Trusts and Estate Attorney

    4 weeks ago

    Naples, United States Galbraith Weatherbie Law, PLLC Full time

    *About Us:* We are a prestigious concierge trusts and estates law firm dedicated to providing exceptional services to high-net-worth individuals. Our clientele includes top-tier professionals, business owners, and affluent families who require personalized and sophisticated legal solutions. We pride ourselves on our comprehensive estate planning strategies,...

  • Private Client Relationship Manager II

    3 months ago

    Naples, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Scheduler

    3 months ago

    Naples, United States DeAngelis Diamond Full time

    Job DescriptionJob DescriptionDeAngelis Diamond is an innovative, award-winning, national construction management firm, specializing in healthcare, commercial, and multi-family construction. We are headquartered in beautiful Naples, Florida, and nationally ranked as an ENR Top 400 Company.We are searching for a high-energy, hands-on individual with the...

  • Private Client Relationship Manager II

    3 months ago

    Naples, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager II

    4 weeks ago

    Naples, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager II

    3 weeks ago

    Naples, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager II

    4 hours ago

    Naples, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager II

    3 months ago

    East Naples, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...

  • Private Client Relationship Manager II

    1 month ago

    EAST NAPLES, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Trusts and Estate Attorney

    2 months ago

    Naples, FL, United States Galbraith Weatherbie Law, PLLC Full time

    *About Us:* We are a prestigious concierge trusts and estates law firm dedicated to providing exceptional services to high-net-worth individuals. Our clientele includes top-tier professionals, business owners, and affluent families who require personalized and sophisticated legal solutions. We pride ourselves on our comprehensive estate planning strategies,...

  • Private Client Relationship Manager II

    10 hours ago

    East Naples, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...