VP, Wealth Planner - Alpharetta, GA

Fidelity; Alpharetta (GA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Onsite working model

Comprehensive benefits

Robust training/onboarding

Job summary

Fidelity is seeking a VP Wealth Planner in Alpharetta, GA, to lead high-net-worth client relationships with comprehensive planning and investment strategies.

You will guide clients through personalized financial roadmaps, coordinate with teams, and manage complex wealth scenarios, ensuring a best-in-class planning experience. This onsite role emphasizes relationship-building and adherence to FINRA requirements.

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.
• Success in fast paced environment.
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

Responsibilities

• As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance.
• You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets.
• You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations.
• Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs.
• Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.

Skills

Relationship building

Collaboration

Behavioral economics

Investment theory

Wealth management

Client satisfaction

Education

Bachelor’s degree

CFP preferred

Job description

Sales & Relationship Management

VP, Wealth Planner - Alpharetta, GA

Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.

Onsite

Location

• Alpharetta, GA

Team

• Sales & Relationship Management

Experience Level

Vice President

FINRA Licenses

Series 66 - FINRA, Series 07 - FINRA

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.

The Expertise and Skills You Bring

• 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
• Success in fast paced environment
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

The Team

Fidelity’s greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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