VP, Wealth Planner - Strategic Wealth & Legacy Planning

Fidelity; Portland (OR); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Fully paid parental leave

On-site health centers

Job summary

Fidelity is seeking a Vice President, Wealth Planner in Tigard, OR to lead high-touch wealth planning for affluent clients. You will design personalized roadmaps, coordinate investment strategies, and guide multigenerational planning with a senior-level team.

Onsite role with a transition to regional onsite rollout; CFP and FINRA licenses required or obtainable after hire. The role emphasizes relationship-building, client satisfaction, and collaboration to deliver comprehensive wealth management

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

• Develop personalized wealth roadmaps and integrated planning.
• Deliver investment strategies aligned with client goals.
• Use planning tools to support life events and wealth transfers.
• Build client relationships and generate referrals.
• Collaborate with peers to strengthen planning culture

Skills

CFP

Series 7

Series 66

Relationship-building

Client satisfaction

Investment theory

Wealth management

Behavioral economics

Fast-paced environment

Communication

Education

Bachelor's Degree

CFP certification preferred

Job description

Fidelity is seeking a Vice President, Wealth Planner in Tigard, OR to lead high-touch wealth planning for affluent clients. You will design personalized roadmaps, coordinate investment strategies, and guide multigenerational planning with a senior-level team.

Onsite role with a transition to regional onsite rollout; CFP and FINRA licenses required or obtainable after hire. The role emphasizes relationship-building, client satisfaction, and collaboration to deliver comprehensive wealth management