Wealth Management Specialist

3 days ago


Hartford, Connecticut, United States Fidelity Investments Full time
Job Title: Wealth Planner

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.

The Role

As a Wealth Planner, you will be responsible for:

  • Providing unbiased wealth planning and investment expertise to clients with significant wealth and complexity
  • 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 deep, trusted, and long-term relationships with clients across generations
Requirements

To be successful in this role, you will need:

  • Demonstrated expertise in financial planning and investment management
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively across an organization to achieve results
  • Strong analytical and problem-solving skills
  • Experience with and/or knowledge of behavioral economics and family psychology
What We Offer

As a Wealth Planner at Fidelity Investments, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. You will also have access to a range of resources and tools to help you succeed in your role.

We are committed to creating a work environment that is inclusive, diverse, and supportive of our associates' needs. If you are a motivated and experienced professional who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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