Wealth Planner - Overland Park, KS

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

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 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.