VP, Wealth Planner - Ft. Lauderdale, FL

Fidelity • Fort Lauderdale, FL

2d • Onsite

About The Position

As a Wealth Planner, you build 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 complex needs, 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 for 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.

Fidelity provides training and onboarding at branch, regional, national, and virtual levels. The role is supported by Fidelity products and services, technology, and an investment platform. The position is based in Ft. Lauderdale, Florida. Fidelity will not provide immigration sponsorship for this position.

Requirements

• 5+ years of industry experience in financial services or a related field; 10+ years preferred.
• 3–5 years of financial planning experience; 5+ years preferred.
• Active FINRA Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire.
• Strong understanding of behavioral economics and family dynamics.
• Outstanding relationship-building skills and a collaborative attitude.
• Proven track record of client satisfaction, including a high Net Promoter Score.
• Deep understanding of investment theory, markets, and products.
• Ability to succeed in a fast-paced environment.
• Experience developing, delivering, and executing comprehensive wealth management strategies, including investment management, retirement, tax, and protection planning.

Nice To Haves

• Bachelor’s degree highly preferred.
• Certified Financial Planner (CFP) designation highly preferred.
• 10+ years of industry experience in financial services or a related field preferred.
• 5+ years of financial planning experience preferred.

Responsibilities

• Build long-term relationships with clients seeking tailored financial guidance.
• Advise, counsel, and coach clients with significant wealth and complex financial needs.
• Help clients grow, manage, and protect their assets.
• Develop personalized, comprehensive financial roadmaps with clients.
• Deliver integrated wealth planning and investment strategies aligned with clients’ goals across life stages and generations.
• Use planning tools to implement solutions for key life events, wealth transfers, and multigenerational planning needs.
• Provide a high-touch planning experience that builds client dedication, increases share of wallet, and generates referrals.
• Collaborate with peers to strengthen a culture of planning.

Benefits

• Competitive total rewards package and comprehensive benefits.
• Stable base salary that recognizes performance and achievement.
• Robust training and onboarding opportunities at branch, regional, national, and virtual levels.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive