Wealth Planner - Clearwater, FL

Fidelity Investments • Clearwater, FL

269d • Hybrid

About The Position

The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. 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.

Requirements

• Bachelor's Degree highly preferred.
• CFP highly preferred.
• Series 7, 63, 65, 66 and insurance licenses required prior to hire.
• 5+ years industry experience in financial services or a related field, 10+ years preferred.
• 3-5 years of financial planning experience, 5+ years preferred.
• Proven track record of high client happiness and dedication.
• Proven track record of financial planning engagements and implementing solutions.

Nice To Haves

• Experience with and/or knowledge of behavioral economics and family psychology.
• Tech savvy, embraces and integrates technology to run a planning practice.
• Successful sales history in the fiduciary planning and asset management business.

Responsibilities

• Serve as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity.
• Provide unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs.
• Use sophisticated planning software to build, analyze, and deliver personalized plans for clients.
• Guide and implement financial plans into the appropriate solutions based on client goals.
• Foster deep, trusted, and long-term relationships across generations to help families navigate situations and decisions related to life stages and wealth transfer.
• Drive loyalty, share of wallet, and referrals from existing customers.
• Collaborate with peers and demonstrate teamwork through standard methodology sharing that helps foster a culture of planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree