Senior Wealth Planner: Multigenerational Wealth & Growth

Fidelity Investments Inc.; Farmington Hills (MI); On-site; USD 110,000 - 170,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Wealth Planner to cultivate long-term relationships with clients seeking tailored financial guidance.

You will act as adviser, coach, and partner to develop personalized roadmaps and deliver integrated wealth planning and investment strategies for today, tomorrow, and generations ahead. You will implement solutions using advanced planning tools for wealth transfer, tax and protection planning, aiming to enhance client loyalty and referrals while

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

• Build and sustain long-term client relationships through tailored wealth planning.
• Deliver integrated wealth management strategies aligned with client goals.
• Use planning tools to implement solutions for life events and wealth transfers.
• Collaborate with peers to strengthen a planning-focused culture.
• Provide high-touch planning experience to grow share of wallet and referrals.

Skills

Relationship-building

Client advisory

Financial planning

Communication

Strategic thinking

Education

Bachelor’s Degree highly preferred

CFP highly preferred

Tools

Series 7 & 66 licenses

Job description

Fidelity Investments Inc. is seeking a Wealth Planner to cultivate long-term relationships with clients seeking tailored financial guidance.

You will act as adviser, coach, and partner to develop personalized roadmaps and deliver integrated wealth planning and investment strategies for today, tomorrow, and generations ahead. You will implement solutions using advanced planning tools for wealth transfer, tax and protection planning, aiming to enhance client loyalty and referrals while