Senior Wealth Planner & Generational Strategy Advisor

Fidelity; United States; In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Fidelity is seeking a Wealth Planner in the United States to guide high-net-worth clients with tailored financial roadmaps, integrating investment, retirement, tax, and protection planning. You will serve as trusted adviser, building long-term relationships and a reputation for excellence.

The role requires a Bachelor's degree, CFP preferred, and active Series 7 & 66 or ability to obtain Series 66, with 5+ years in financial services and 3-5 years in financial planning; strong communication and

Competenze

• Bachelor's degree is highly preferred.
• CFP certification is highly preferred.
• Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 5+ years industry experience in financial services; 10+ years preferred.
• 3-5 years financial planning experience; 5+ years preferred.
• Strong understanding of behavioral economics and family dynamics.
• Outstanding relationship-building skills with client-centric approach.
• Deep understanding of investments, markets, and retirement planning.
• Experience delivering comprehensive wealth management strategies.

Mansioni

• Develop personalized financial roadmaps for high-net-worth clients.
• Deliver integrated wealth planning and investment strategies.
• Implement solutions supporting life events and multigenerational planning.
• Build long-term client relationships and generate referrals.
• Collaborate with peers to strengthen planning excellence.

Conoscenze

Client relationship building

Financial planning

Communication

Behavioral economics understanding

Formazione

Bachelor's Degree

CFP certification preferred

Strumenti

Series 7 & 66

CFP

Descrizione del lavoro

Fidelity is seeking a Wealth Planner in the United States to guide high-net-worth clients with tailored financial roadmaps, integrating investment, retirement, tax, and protection planning. You will serve as trusted adviser, building long-term relationships and a reputation for excellence.

The role requires a Bachelor's degree, CFP preferred, and active Series 7 & 66 or ability to obtain Series 66, with 5+ years in financial services and 3-5 years in financial planning; strong communication and