Senior Wealth Planner for High-Net-Worth Clients

Fidelity Investments; Atlanta (GA); On-site; USD 110,000 - 170,000; Full time

Job summary

Fidelity Investments is seeking a Wealth Planner to deepen client relationships through personalized financial roadmaps and integrated planning. You will serve as trusted adviser, guiding high-net-worth clients through investment, retirement, tax, and protection strategies.

This role requires CFP or equivalent, Series 7/66, and 5+ years in financial services, with 10+ preferred. You will work onsite in Atlanta, collaborating with a team to deliver comprehensive wealth management solutions.

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

• Develop personalized wealth roadmaps and recommendations for clients.
• Deliver integrated wealth planning and investment strategies aligned with goals.
• Implement solutions for wealth transfer and multigenerational planning.
• Build trusted relationships and generate referrals through high-touch service.

Skills

Relationship-building

Financial planning

Client advisory

Wealth management

Communication skills

Education

Bachelor’s degree

CFP

FINRA Series 7 & 66

Job description

Fidelity Investments is seeking a Wealth Planner to deepen client relationships through personalized financial roadmaps and integrated planning. You will serve as trusted adviser, guiding high-net-worth clients through investment, retirement, tax, and protection strategies.

This role requires CFP or equivalent, Series 7/66, and 5+ years in financial services, with 10+ preferred. You will work onsite in Atlanta, collaborating with a team to deliver comprehensive wealth management solutions.