Senior Wealth Planner & Trusted Advisor

Soteria Reinsurance Ltd.; Scottsdale (AZ); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Onsite working model

Competitive total rewards

Comprehensive benefits

Job summary

Fidelity Investments Inc. seeks a Vice President, Wealth Planner in Scottsdale to design tailored wealth plans for high-net-worth clients.

You will guide clients through complex financial decisions, integrating investment, retirement, tax, and protection strategies with a client-centric approach. With extensive planning experience, you’ll lead a high-touch advisory team, drive long-term relationships, and contribute to growth in a fast-paced, regulated environment that rewards excellence and

Qualifications

• Bachelor’s degree required; CFP preferred.
• Active FINRA Series 7 & 66 or ability to acquire.
• 10+ years in financial services; 3–5 years in wealth planning.
• Strong client relationship and advisory capabilities.

Responsibilities

• Develop personalized wealth plans across life events and goals.
• Collaborate with investment teams to implement strategies.
• Build lasting client relationships and grow assets.
• Ensure compliance with regulatory standards and risk controls.

Skills

CFP

Series 7 & 66

Bachelor’s degree

Wealth planning

Relationship building

Client advisory

Behavioral economics

Investment knowledge

Education

Bachelor’s degree

CFP

Tools

Series 7

Series 66

State registrations

Job description

Fidelity Investments Inc. seeks a Vice President, Wealth Planner in Scottsdale to design tailored wealth plans for high-net-worth clients.

You will guide clients through complex financial decisions, integrating investment, retirement, tax, and protection strategies with a client-centric approach. With extensive planning experience, you’ll lead a high-touch advisory team, drive long-term relationships, and contribute to growth in a fast-paced, regulated environment that rewards excellence and