Wealth Strategist

2 days ago


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

Job Summary:

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 clients, helping them achieve their financial goals and build a stronger financial future.

About the Role:

The Wealth Planner will work closely with clients to understand their financial needs and goals, and develop comprehensive wealth management plans that address their unique circumstances. You will be responsible for providing expert advice on investment strategies, tax planning, retirement planning, and estate planning, as well as helping clients navigate complex financial decisions.

Key Responsibilities:

  • Develop and implement comprehensive wealth management plans for clients
  • Provide expert advice on investment strategies, tax planning, retirement planning, and estate planning
  • Work closely with clients to understand their financial needs and goals
  • Develop and maintain strong relationships with clients and their families
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide the best possible service to clients

Requirements:

  • Bachelor's degree in a related field (e.g. finance, accounting, economics)
  • CFP or other relevant certifications
  • Series 7, 63, 65, 66 and insurance licenses required
  • 5+ years of experience in financial services or a related field
  • Proven track record of success in financial planning and wealth management

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

About Fidelity Investments:

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a range of products and services, including investment management, retirement planning, and estate planning. Our team is dedicated to providing exceptional service and support to our clients, and we are committed to helping them achieve their financial goals.


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