Wealth Planner

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 \u00AE / CFP-\u00AE - Issuing Authority, 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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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

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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

accommodations@ .

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