VP Wealth Planner — Strategic, High-Impact Client Guidance

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

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.