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Join us as a Wealth Planner in Cleveland, building lasting family wealth strategies with Fidelity’s dedicated platform.
Seek a mid-level role with CFP, FINRA Series 7 & 66, and 5+ years in financial planning to lead client loyalty and investment solutions.
Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Expertise We’re Looking For
- Bachelor’s Degree highly preferred
- CFP highly preferred
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
- Required: 3-5 years of financial planning experience, 5+ years preferred
- Proven track record of high client happiness and dedication ( e.g. high NPS, retention, etc.)
- Proven track record of financial planning engagements and implementing solutions ( e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
- Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
- Experience with and/or knowledge of behavioral economics and family psychology
- Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
- Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
- Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
- Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
- Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
- Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
- Ambitious spirit and the ability to work collaboratively across an organization to achieve results
- Tech savvy, embraces and integrates technology to run a planning practice
- Excellent team member and leadership skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
- Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
- Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
- Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
- Guiding and implementing financial plans into the appropriate solutions based on client goals
- Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
- Driving loyalty, share of wallet, and referrals from existing customers
- Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
How Your Work Impacts the Organization
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.
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:
- Series 07 - 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.