Senior Wealth Planner & Generational Strategy Architect

Fidelity Investments; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments seeks a Wealth Planner to build tailored financial roadmaps for high-net-worth clients, guiding wealth growth, protection, and transfer strategies. You’ll partner with clients, deliver integrated planning and investment approaches, and collaborate with peers to strengthen a culture of planning.

The team emphasizes onsite collaboration, robust training, and a comprehensive rewards package as Fidelity expands its wealth management capabilities across regions and virtual

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
• Success in fast paced environment
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

Skills

Bachelor's Degree

CFP

Series 7 & 66

5+ years FS

3-5 years planning

Behavioral economics

Relationship building

NPS focus

Investment theory

Wealth management

Fast-paced environment

Comprehensive planning

Education

Bachelor's Degree

CFP certification

Tools

FINRA licenses 7 & 66

Job description

Fidelity Investments seeks a Wealth Planner to build tailored financial roadmaps for high-net-worth clients, guiding wealth growth, protection, and transfer strategies. You’ll partner with clients, deliver integrated planning and investment approaches, and collaborate with peers to strengthen a culture of planning.

The team emphasizes onsite collaboration, robust training, and a comprehensive rewards package as Fidelity expands its wealth management capabilities across regions and virtual