Wealth Strategist

We are seeking a skilled Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.

• Build and maintain strong relationships with clients to understand their financial needs and goals.
• Develop and implement comprehensive financial plans to help clients achieve their objectives.
• Provide expert advice on investment strategies and products to help clients grow their wealth.
• Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice.

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
• Previous success in building relationships, uncovering needs, and recommending solutions.
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.

• A competitive total rewards package, including a stable base salary, to recognize associate achievements.
• Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
• A supportive and collaborative work environment that encourages professional growth and development.
• The opportunity to work with a leading financial services company that is committed to helping people achieve their financial goals.

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.

We are committed to building a diverse and inclusive workplace that reflects the communities we serve. 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.