VP, Wealth Planner - Ft. Lauderdale, FL

Lonestar State College; Oakland Park (FL); Presencial; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

Fidelity is seeking a Wealth Planner in Florida (Oakland Park) to build tailored financial roadmaps and deliver integrated wealth planning and investment strategies for high-net-worth clients.

You will partner with clients to understand goals, use advanced planning tools, and coordinate with peers to enhance the client experience and drive referrals. A CFP and FINRA licenses are preferred; onsite presence is expected during the rollout.

Qualificações

• Bachelor’s degree preferred
• CFP preferred
• Active FINRA licenses (Series 7 & 66) or ability to acquire
• 10+ years in financial services; 5+ years in financial planning preferred

Responsabilidades

• Develop personalized wealth plans and discuss strategies with clients.
• Implement investment, retirement, tax, and protection planning solutions.
• Build long-term client relationships, drive satisfaction, and generate referrals.

Conhecimentos

Bachelor’s Degree

CFP

FINRA Series 7 & 66

10+ years industry experience

5+ years in financial planning

Behavioral economics

Relationship-building

High Net Promoter Score

Investment theory & markets

Fast-paced environment

Wealth management strategy execution

Formação académica

Bachelor’s Degree

Descrição da oferta de emprego

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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.