VP Wealth Planner Premium High-Net-Worth Advisory

Fidelity Investments Inc.

Alpharetta (GA)

On-site

USD 120,000 - 180,000

Full time

7 days ago

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Job summary

Fidelity Investments in Alpharetta, GA is seeking a Wealth Planner who builds long-term relationships with high-net-worth clients, delivering comprehensive financial roadmaps and integrated planning. The role demands advanced licensing and deep investment knowledge.

The team focuses on high-touch service, collaboration with peers across branches and regions, and ongoing training. Onsite work is emphasized as Fidelity transitions to more onsite roles, with a strong emphasis on compliance and

Qualifications

Bachelor’s Degree highly preferred.
CFP certification highly preferred.
Active FINRA Series 7 & 66 licenses (or ability to acquire Series 66 on hire).
5+ years industry experience in financial services; 10+ years preferred.
3-5 years financial planning experience; 5+ years preferred.
Strong understanding of behavioral economics and family dynamics.
Outstanding relationship-building and client-satisfaction track record.
Deep knowledge of investment theory, markets and products.

Responsibilities

Develop personalized, comprehensive financial roadmaps.
Deliver integrated wealth planning and investment strategies aligned with client goals.
Implement solutions for wealth transfer and multigenerational planning.
Build lasting client relationships and generate referrals.
Collaborate with peers across teams to strengthen planning culture.
Adhere to regulatory requirements and uphold fiduciary standards.