Wealth Planner | Hybrid: Planning for Growth

Fidelity; Overland Park (KS); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Onsite health centers

Fully paid parental leave

Comprehensive benefits

Job summary

Fidelity is seeking a Wealth Planner in Overland Park, KS, to build personalized wealth roadmaps and deliver integrated planning and investment strategies for clients with complex needs.

You will partner with clients, collaborate with peers, and use advanced planning tools to support life events, wealth transfers, and multigenerational planning. This role requires FINRA licenses and a CFP, with a strong track record in 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
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

Responsibilities

• Develop personalized, comprehensive financial roadmaps for clients.
• Deliver integrated wealth planning and investment strategies aligned with goals.
• Use sophisticated planning tools to support life events and multigenerational planning.
• Build long-term client relationships and generate referrals.

Skills

Relationship building

Investment theory

Wealth management

Financial planning

Client satisfaction

Behavioral economics

Team collaboration

Fast-paced environment

Tax and retirement planning

Education

Bachelor’s Degree

CFP

Series 7 & 66

Job description

Fidelity is seeking a Wealth Planner in Overland Park, KS, to build personalized wealth roadmaps and deliver integrated planning and investment strategies for clients with complex needs.

You will partner with clients, collaborate with peers, and use advanced planning tools to support life events, wealth transfers, and multigenerational planning. This role requires FINRA licenses and a CFP, with a strong track record in wealth management.