VP, Wealth Planner - Upper East Side, NY

Fidelity Investments•New York, NY

2d•$96,000 - $210,000•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 create personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals across life stages and generations. Using sophisticated planning tools, you implement solutions for key life events, wealth transfer decisions, and multigenerational planning. 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 the branch, regional, national, and virtual levels, along with industry-leading products and services, sophisticated technology, and an investment platform to support client relationships and wealth management and retirement planning goals. The role is subject to Fidelity’s onsite working model, which is being phased in across regions and roles; onsite expectations vary and may evolve. The position does not include immigration sponsorship. Base salary is $96,000–$210,000 per year. Placement in the range depends on responsibilities and scope, geographic location, relevant experience, and other factors. The total compensation package may also include bonus or other variable compensation, depending on position and eligibility. The application window closes when the position is filled or unposted.

Requirements

Active FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
At least 5 years of industry experience in financial services or a related field.
At least 3 years of financial planning experience.
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.
CFP certification.
10 or more years of industry experience in financial services or a related field.
5 or more years of financial planning experience.

Responsibilities

Build meaningful, 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 generations.
Use sophisticated planning tools to implement solutions for key life events, wealth transfer decisions, and multigenerational planning needs.
Provide a high-touch planning experience to build client dedication, increase share of wallet, and generate referrals.
Collaborate with peers to strengthen a culture of planning.

Benefits

Comprehensive health care coverage.
Emotional well-being support.
Market-leading retirement benefits.
Generous paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
Competitive total rewards package.
Stable base salary that recognizes performance and achievement.
Robust training and onboarding opportunities.