Senior Wealth Planner: Bespoke Financial Roadmaps

Soteria Reinsurance Ltd.; Dunwoody (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments seeks a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored financial roadmaps and integrated wealth planning and investment strategies aligned with goals across generations.

The role emphasizes high-touch planning, collaboration with peers, and adherence to regulatory standards, with a forthcoming onsite work model and a competitive total rewards package.

Qualifications

• Bachelor's Degree highly preferred
• CFP highly preferred
• Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 5+ years industry experience in financial services or a related field, 10+ years preferred
• 3-5 years of financial planning experience, 5+ years preferred
• Strong understanding of behavioral economics and family dynamics
• Outstanding relationship-building skills with collaborative attitude
• Proven track record of client satisfaction (high Net Promoter Score)
• Deep understanding of investment theory, markets, and products
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

Responsibilities

• Provide comprehensive wealth planning and investment guidance tailored to high-net-worth clients
• Develop personalized, comprehensive financial roadmaps aligned with client goals and multi-generational planning needs
• Collaborate with peers to deliver integrated wealth management and retirement planning strategies
• Leverage planning tools to implement solutions for life events and wealth transfer decisions

Job description

Fidelity Investments seeks a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored financial roadmaps and integrated wealth planning and investment strategies aligned with goals across generations.

The role emphasizes high-touch planning, collaboration with peers, and adherence to regulatory standards, with a forthcoming onsite work model and a competitive total rewards package.