Wealth Strategist

4 weeks ago


New York, New York, United States Fidelity TalentSource LLC Full time

Job Opportunity:

We are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients.

About the Role:

The Wealth Planner will focus on building deep and meaningful relationships with clients by co-creating comprehensive and personalized wealth strategies that help achieve their financial goals. You will work closely with clients to understand their financial objectives, develop tailored plans, and implement investment strategies to help them achieve their goals.

Key Responsibilities:

  • Develop and implement comprehensive wealth plans for clients, including cash flow analysis, investment strategy, retirement planning, income protection, asset protection, tax strategies, and family assistance.
  • Build and maintain strong relationships with clients, understanding their financial goals, and providing personalized advice and guidance.
  • Collaborate with internal teams, including investment management, to provide integrated wealth planning services.
  • Stay up-to-date with market trends, investment products, and regulatory changes to provide expert advice to clients.
  • Communicate complex financial information to clients in a clear and concise manner.

Requirements:

  • Bachelor's degree in a related field, such as finance, economics, or business.
  • CFP (Certified Financial Planner) certification or equivalent experience.
  • Series 7, 63, 65, 66, and insurance licenses required.
  • Minimum 5 years of experience in financial services or a related field, with a proven track record of high client satisfaction and dedication.

What We Offer:

We offer a competitive salary range of $115,000 - $200,000 per year, depending on experience and qualifications. Our comprehensive benefits package includes health insurance, retirement plans, paid time off, and educational assistance. We also offer opportunities for professional growth and development, including training and mentorship programs.

How to Apply:

If you are a motivated and experienced financial professional looking for a challenging and rewarding role, please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you



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