Senior Wealth Planner & Client Advocate

Fidelity Investments Inc.; Fort Lauderdale (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance.

You will develop personalized roadmaps and deliver integrated wealth planning and investment strategies aligned with goals today, tomorrow, and across generations. With licenses or the ability to acquire them, you will combine advanced planning tools with thorough knowledge of markets and products to support life events, wealth transfers, and multigenerational

Qualifications

• Bachelor’s Degree highly preferred.
• CFP highly preferred.
• Active FINRA Series 7 & 66 licenses, or ability to acquire Series 66 upon hire.
• 5+ years industry experience in financial services; 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 client satisfaction with high Net Promoter Score.
• Deep understanding of investment theory, markets, and products.
• Experience developing, delivering, and executing wealth management strategies.

Responsibilities

• Drive meaningful, long-term relationships with high-net-worth clients.
• Develop personalized, comprehensive financial roadmaps.
• Deliver integrated wealth planning and investment strategies.
• Use planning tools to implement solutions for life events and wealth transfer.
• Grow share of wallet, generate referrals, and collaborate with peers.

Skills

Relationship-building

Wealth planning

Behavioral economics

Investment knowledge

Client communication

Team collaboration

Education

Bachelor’s Degree

CFP Certification

FINRA Series 7 & 66 licenses

Job description

Fidelity Investments Inc. is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance.

You will develop personalized roadmaps and deliver integrated wealth planning and investment strategies aligned with goals today, tomorrow, and across generations. With licenses or the ability to acquire them, you will combine advanced planning tools with thorough knowledge of markets and products to support life events, wealth transfers, and multigenerational