Wealth Strategist

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

• Develop and implement comprehensive wealth management plans for clients, including investment strategies, retirement planning, and estate planning.
• Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice and guidance.
• Collaborate with other members of the wealth management team to ensure seamless delivery of services to clients.
• Stay up-to-date with market trends and regulatory changes, and provide expert advice to clients on investment and financial planning matters.

• Bachelor's degree in a related field, such as finance, accounting, or business.
• CFP (Certified Financial Planner) designation 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 success in wealth management.

• A competitive salary range of $115,000 - $200,000 per year, depending on experience and qualifications.
• A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
• Opportunities for professional growth and development, including training and education programs.

If you are a motivated and experienced Wealth Planner looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information].