Senior Wealth Planner – Multigenerational Planning

Fidelity; Farmington Hills (MI); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Fidelity is seeking a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored wealth planning and investment strategies. You will partner to develop comprehensive roadmaps, address life events, and support multigenerational planning with high-touch service.

The role requires CFP and FINRA licenses or the ability to acquire them, plus 5+ years in financial services and 3-5 years in financial planning.

Qualifikationen

• Bachelor’s degree preferred; CFP preferred.
• Active FINRA Series 7 and 66 or ability to acquire Series 66 on hire.
• Insurance license required.
• 5+ years in financial services; 10+ years preferred.
• 3-5 years financial planning; 5+ years preferred.
• Strong knowledge of investment theory, markets, products.
• Excellent relationship-building and client satisfaction focus.
• Experience delivering wealth planning including retirement, tax, and protection planning.

Aufgaben

• Develop personalized financial roadmaps and integrated investment strategies.
• Partner with clients to grow, manage, and protect assets.
• Deliver planning tools to support life events and wealth transfer decisions.
• Build long-term client relationships and increase share of wallet.
• Collaborate with peers to strengthen a culture of planning.

Kenntnisse

Client relationship

Financial planning

Behavioral economics

Communication

Collaboration

NPS focus

Ausbildung

Bachelor’s degree

CFP certification preferred

FINRA Series 7

FINRA Series 66 or ability to acquire

Insurance license required

Jobbeschreibung

Fidelity is seeking a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored wealth planning and investment strategies. You will partner to develop comprehensive roadmaps, address life events, and support multigenerational planning with high-touch service.

The role requires CFP and FINRA licenses or the ability to acquire them, plus 5+ years in financial services and 3-5 years in financial planning.