VP, Wealth Planner - Upper East Side, NY

Fidelity•New York, NY

22h

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 transfers, 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.

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.
Success in a fast-paced environment.
Experience developing, delivering, and executing comprehensive wealth-management strategies, including investment management, retirement, tax, and protection planning.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

Bachelor’s degree highly preferred.
CFP 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 needs on growing, managing, and protecting their assets.
Develop personalized, comprehensive financial roadmaps with clients.
Deliver integrated wealth-planning and investment strategies aligned with clients’ goals.
Use planning tools to implement solutions for key life events, wealth transfer decisions, and multigenerational planning needs.
Build client dedication, increase share of wallet, and generate referrals through a high-touch planning experience.
Collaborate with peers to strengthen a culture of planning.

Benefits

Comprehensive health care coverage.
Emotional well-being support.
Retirement benefits.
Paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources for career development.
Competitive total rewards package.
Stable base salary recognizing performance and achievement.
Training and onboarding opportunities at branch, regional, national, and virtual levels.