Senior Wealth Planner — Generational Wealth & Advisory

Fidelity; Fort Lauderdale (FL); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Competitive total rewards package

Robust training and onboarding

Onsite working model

Regional, national and virtual levels

Résumé du poste

Fidelity is seeking a Wealth Planner in Florida to guide high-net-worth clients with tailored financial guidance. You will build personalized wealth roadmaps, implement integrated planning, and partner with clients to achieve long-term goals.

Role emphasizes collaboration, high-touch client service, and strong expertise in investments, retirement, tax, and protection planning. Onsite work model applies as Fidelity transitions to in-person operations.

Qualifications

• Bachelor’s degree highly preferred.
• CFP highly preferred.
• Active FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• 5+ years industry experience in financial services; 10+ preferred.
• 3-5 years of financial planning experience; 5+ years preferred.

Responsabilités

• Develop personalized, comprehensive wealth roadmaps for high-net-worth clients.
• Deliver integrated wealth planning and investment strategies aligned with goals.
• Build long-term client relationships and drive referrals through high-touch service.
• Collaborate with peers to strengthen planning culture and outcomes.
• Support wealth management decisions including retirement, tax, and protection planning.

Connaissances

Client relationship management

Strategic financial planning

Wealth management knowledge

Behavioral economics understanding

Communication skills

Formation

Bachelor’s Degree

CFP certification

Outils

FINRA Series 7 & 66

State registrations

Description du poste

Fidelity is seeking a Wealth Planner in Florida to guide high-net-worth clients with tailored financial guidance. You will build personalized wealth roadmaps, implement integrated planning, and partner with clients to achieve long-term goals.

Role emphasizes collaboration, high-touch client service, and strong expertise in investments, retirement, tax, and protection planning. Onsite work model applies as Fidelity transitions to in-person operations.