Wealth Strategist

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. Your passion, expertise, and commitment to building long-standing relationships will be essential in attracting, serving, and retaining clients who are looking for comprehensive and integrated wealth management solutions.

• Develop and implement comprehensive wealth management plans for clients, taking into account their financial goals, risk tolerance, and investment objectives.
• Provide ongoing financial planning and investment advice to clients, including cash flow analysis, investment strategy, retirement planning, income protection, asset protection, tax strategies, and family assistance.
• Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions to meet their financial goals.
• Collaborate with other professionals within the organization to ensure seamless delivery of financial planning and investment services to clients.
• Stay up-to-date with industry trends, regulatory changes, and best practices in wealth management, and apply this knowledge to enhance client outcomes.

• Bachelor's degree in a relevant field, such as finance, accounting, or economics.
• Professional certifications, such as CFP or Series 7, 63, 65, and 66 licenses.
• Minimum 5 years of experience in financial services or a related field, with a proven track record of delivering high-quality financial planning and investment services.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.

We offer a competitive salary range of $115,000 - $200,000 per year, depending on experience and qualifications. In addition to a comprehensive benefits package, including health insurance, retirement plan, and paid time off, we also offer opportunities for professional development and career advancement.

At Fidelity Investments, we value honesty, integrity, and the safety of our associates and customers. Certain roles may require candidates to undergo a background investigation, which will include a review of their employment, education, and credit history. We are an equal opportunity employer and welcome applications from diverse candidates.