Senior Wealth Planner | CFP-Driven Multigenerational Strategy

Fidelity Investments; Dunwoody (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive total rewards

Comprehensive benefits

Onsite working model

Job summary

Fidelity Investments in Dunwoody, GA seeks a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance. You will act as a trusted adviser, developing personalized wealth roadmaps and delivering integrated strategies across investment, retirement, tax, and protection planning.

In this high-touch role, leverage planning tools to implement solutions for life events and multigenerational planning, driving client satisfaction and referrals while collaborating

Qualifications

• Bachelor’s Degree strongly preferred.
• CFP certification strongly preferred.
• Active FINRA Series 7 & 66 license or ability to acquire Series 66 on hire.
• 5+ years of experience in financial services; 10+ years preferred.
• 3-5 years of financial planning experience; 5+ years preferred.
• Understanding of behavioral economics and family dynamics.
• Excellent relationship-building and collaborative skills.
• Proven track record of client satisfaction (high Net Promoter Score).
• Deep understanding of investment theory, markets, and products.

Responsibilities

• Develop personalized wealth roadmaps and deliver integrated wealth planning and investment strategies.
• Build and manage high-touch planning experiences to support life events and multigenerational planning.
• Collaborate with peers to strengthen a culture of planning and grow client relationships.

Skills

Relationship building

Client satisfaction

Financial planning

Wealth management

Communication

Education

Bachelor’s degree

CFP

Tools

FINRA Series 7 & 66

Job description

Fidelity Investments in Dunwoody, GA seeks a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance. You will act as a trusted adviser, developing personalized wealth roadmaps and delivering integrated strategies across investment, retirement, tax, and protection planning.

In this high-touch role, leverage planning tools to implement solutions for life events and multigenerational planning, driving client satisfaction and referrals while collaborating