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Wealth Management Strategist

1 month ago

Walnut Creek, California, United States Fidelity Investments 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 valued clients.

Key Responsibilities
  • Develop and implement comprehensive wealth management plans for clients, taking into account their unique financial goals and objectives.
  • Provide unbiased and expert advice on investment strategies, asset protection, and tax planning.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional service.
  • Collaborate with colleagues to share best practices and stay up-to-date on industry trends and developments.
  • Stay current with regulatory requirements and industry standards, ensuring compliance with all relevant laws and regulations.
Requirements
  • Bachelor's degree in a related field, such as finance, accounting, or economics.
  • CFP certification or equivalent experience.
  • Series 7, 63, 65, and 66 licenses, as well as insurance licenses.
  • At least 5 years of experience in financial services or a related field, with a proven track record of success.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
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 a bonus structure and opportunities for professional growth and development.

Why Join Us

At Fidelity Investments, we are committed to helping our clients achieve their financial goals and live their best lives. We are a dynamic and innovative company, with a strong culture of teamwork and collaboration. If you are passionate about financial planning and committed to delivering exceptional service, we encourage you to apply for this exciting opportunity.