Wealth Planner - Overland Park, KS

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

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

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
• 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

Certified Financial Planner ® / CFP-® - Issuing Authority, Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category

Sales