Senior Wealth Planner & Trusted Advisor

Fidelity Investments; Scottsdale (AZ); In loco; USD 90.000 - 140.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments in Scottsdale, AZ seeks a Wealth Planner to deepen client relationships by delivering tailored financial roadmaps and integrated planning across investment, retirement, tax, and protection needs. You will partner with clients to create comprehensive plans and guide decisions that align with goals today, tomorrow, and across generations.

The role emphasizes high-touch service, collaboration with peers, and ongoing guidance for life events and multigenerational planning, with

Competenze

• Bachelor's degree required or highly preferred.
• CFP certification preferred.
• Active FINRA Series 7 and 66 license or ability to obtain it upon hire.
• 5+ years in financial services, 3-5 years in wealth planning.

Mansioni

• Develop personalized wealth plans aligning with client goals.
• Deliver integrated planning across investments, retirement, tax, and protection.
• Collaborate with peers to strengthen planning culture and client service.
• Build long-term client relationships and generate referrals.

Conoscenze

Client relationship

Financial planning

Behavioral economics

Communication

Formazione

Bachelor's Degree

CFP

Series 7 & 66

Descrizione del lavoro

Fidelity Investments in Scottsdale, AZ seeks a Wealth Planner to deepen client relationships by delivering tailored financial roadmaps and integrated planning across investment, retirement, tax, and protection needs. You will partner with clients to create comprehensive plans and guide decisions that align with goals today, tomorrow, and across generations.

The role emphasizes high-touch service, collaboration with peers, and ongoing guidance for life events and multigenerational planning, with