Wealth Planner: Craft Multigenerational Financial Roadmaps

Fidelity Investments; Leawood (KS); On-site; USD 110,000 - 170,000; Full time

Job summary

Fidelity Investments seeks a Wealth Planner to build long-term, high-touch relationships with clients seeking tailored financial guidance. You will act as trusted adviser, coach, and partner to develop personalized roadmaps and deliver integrated wealth planning and investment strategies for today, tomorrow, and generations.

Using sophisticated planning tools, you will support life events, wealth transfer decisions, and multigenerational needs, collaborating with peers to foster a culture of

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.
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning.

Responsibilities

• Build personalized financial roadmaps and deliver integrated wealth planning and investment strategies.
• Collaborate with clients and peers to implement planning solutions aligned with goals across generations.
• Strengthen client relationships to grow share of wallet and referrals via high-touch planning.

Skills

CFP

Series 7 & 66

Relationship building

Wealth planning

Behavioral economics

Client advisory

Investment knowledge

Education

Bachelor's degree

Job description

Fidelity Investments seeks a Wealth Planner to build long-term, high-touch relationships with clients seeking tailored financial guidance. You will act as trusted adviser, coach, and partner to develop personalized roadmaps and deliver integrated wealth planning and investment strategies for today, tomorrow, and generations.

Using sophisticated planning tools, you will support life events, wealth transfer decisions, and multigenerational needs, collaborating with peers to foster a culture of