VP, Wealth Planner - Ft. Lauderdale, FL

Fidelity Investments Inc.; Fort Lauderdale (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will develop personalized roadmaps and deliver integrated wealth planning and investment strategies aligned with goals today, tomorrow, and across generations. With licenses or the ability to acquire them, you will combine advanced planning tools with thorough knowledge of markets and products to support life events, wealth transfers, and multigenerational

Qualifications

• Bachelor’s Degree highly preferred.
• CFP highly preferred.
• Active FINRA Series 7 & 66 licenses, or ability to acquire Series 66 upon hire.
• 5+ years industry experience in financial services; 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 client satisfaction with high Net Promoter Score.
• Deep understanding of investment theory, markets, and products.
• Experience developing, delivering, and executing wealth management strategies.

Responsibilities

• Drive meaningful, long-term relationships with high-net-worth clients.
• Develop personalized, comprehensive financial roadmaps.
• Deliver integrated wealth planning and investment strategies.
• Use planning tools to implement solutions for life events and wealth transfer.
• Grow share of wallet, generate referrals, and collaborate with peers.

Skills

Relationship-building

Wealth planning

Behavioral economics

Investment knowledge

Client communication

Team collaboration

Education

Bachelor’s Degree

CFP Certification

FINRA Series 7 & 66 licenses

Job description

Fidelity will not provide immigration sponsorship for this position.

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:

Certified Financial Planner ® / CFP-® - Issuing Authority, 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.