Wealth Planner: Senior Financial Roadmap Architect

Fidelity Investments Inc.; Kansas; On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits

Robust training and onboarding

Career growth opportunities

Job summary

Fidelity Investments Inc. seeks a Wealth Planner to build lasting relationships with high-net-worth clients, delivering integrated wealth planning and investment strategies.

You will partner with clients to create personalized roadmaps, using advanced planning tools to address wealth transfer, retirement, tax, and protection needs across generations. A CFP and FINRA licenses are highly preferred; onsite work model applies.

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 wealth plans and roadmaps.
• Deliver integrated wealth planning and investment strategies.
• Use planning tools to support life events, wealth transfer decisions, and multigenerational planning needs.
• Build long-term client relationships and referrals; collaborate with peers to strengthen planning culture.

Skills

Relationship-building

Client advisory

Communication skills

Team collaboration

Attention to detail

Behavioral economics

Financial acumen

Education

Bachelor’s Degree

CFP certification

Tools

Series 7

Series 66

Series 63

Series 65

Job description

Fidelity Investments Inc. seeks a Wealth Planner to build lasting relationships with high-net-worth clients, delivering integrated wealth planning and investment strategies.

You will partner with clients to create personalized roadmaps, using advanced planning tools to address wealth transfer, retirement, tax, and protection needs across generations. A CFP and FINRA licenses are highly preferred; onsite work model applies.