VP, Wealth Planner - Ft. Lauderdale, FL

Fidelity Investments • Fort Lauderdale, FL

4d

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 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 supports associates professionally and personally with a competitive total rewards package, comprehensive benefits, and a stable base salary recognizing performance and achievement. Training and onboarding are provided at branch, regional, national, and virtual levels. Associates have access to industry-leading products and services, sophisticated technology, and a premier investment platform to help clients pursue wealth-management and retirement-planning goals.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve as the rollout continues; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring may also be restricted by applicable laws and regulations concerning certain criminal histories.

Requirements

• At least 5 years of industry experience in financial services or a related field; 10 or more years preferred.
• 3–5 years of financial planning experience; 5 or more years preferred.
• 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.
• Active FINRA Series 7 and Series 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Bachelor’s degree highly preferred.
• CFP certification highly preferred.
• 10 or more years of financial-services or related industry experience preferred.
• 5 or more 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 to help them 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 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.
• Comprehensive benefits.
• Stable base salary recognizing 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
• Education Level: No Education Listed