Wealth Planner: Multigenerational, High-Touch Guidance

Fidelity; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity seeks an experienced Wealth Planner to guide high‑net‑worth clients with personalized financial roadmaps, integrating investment, retirement and estate planning into cohesive strategies. You will use sophisticated planning tools to support clients across life events and generations.

Join a collaborative team focused on building lasting relationships, sharing expertise, and delivering tailored wealth planning and investment solutions that align with clients' goals today and tomorrow.

Qualifications

• Bachelor's degree highly preferred.
• CFP preferred and relevant licenses required or able to obtain.
• Series 7 & 66 of FINRA or equivalent registrations.
• 10+ years financial services experience preferred; 3–5 years wealth planning.
• Strong client relationship and communication skills.

Responsibilities

• Develop personalized financial roadmaps integrating investments, retirement, tax and protection planning.
• Build long‑term client relationships and drive satisfaction and referrals.
• Partner with peers to deliver holistic wealth management strategies.

Skills

Client relationship management

Wealth planning

Behavioral finance

Investment knowledge

Regulatory compliance

Sales skills

Education

Bachelor's degree

CFP

FINRA Series 7 & 66 licenses

Job description

Fidelity seeks an experienced Wealth Planner to guide high‑net‑worth clients with personalized financial roadmaps, integrating investment, retirement and estate planning into cohesive strategies. You will use sophisticated planning tools to support clients across life events and generations.

Join a collaborative team focused on building lasting relationships, sharing expertise, and delivering tailored wealth planning and investment solutions that align with clients' goals today and tomorrow.