Wealth Planner - Farmington Hills, MI

Fidelity; Farmington Hills (MI); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Fidelity is seeking a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored wealth planning and investment strategies. You will partner to develop comprehensive roadmaps, address life events, and support multigenerational planning with high-touch service.

The role requires CFP and FINRA licenses or the ability to acquire them, plus 5+ years in financial services and 3-5 years in financial planning.

Qualifikationen

• Bachelor’s degree preferred; CFP preferred.
• Active FINRA Series 7 and 66 or ability to acquire Series 66 on hire.
• Insurance license required.
• 5+ years in financial services; 10+ years preferred.
• 3-5 years financial planning; 5+ years preferred.
• Strong knowledge of investment theory, markets, products.
• Excellent relationship-building and client satisfaction focus.
• Experience delivering wealth planning including retirement, tax, and protection planning.

Aufgaben

• Develop personalized financial roadmaps and integrated investment strategies.
• Partner with clients to grow, manage, and protect assets.
• Deliver planning tools to support life events and wealth transfer decisions.
• Build long-term client relationships and increase share of wallet.
• Collaborate with peers to strengthen a culture of planning.

Kenntnisse

Client relationship

Financial planning

Behavioral economics

Communication

Collaboration

NPS focus

Ausbildung

Bachelor’s degree

CFP certification preferred

FINRA Series 7

FINRA Series 66 or ability to acquire

Insurance license required

Jobbeschreibung

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
• Insurance license required
• 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:

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.