VP, Wealth Planner - Glen Allen, VA

Fidelity•Glen Allen, VA

4d•Onsite

About The Position

As a Wealth Planner, your expertise drives 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 complexity, 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 that support 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.

Requirements

Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
5+ years industry experience in financial services or a related field
3-5 years of financial planning experience
Strong understanding of behavioral economics and family dynamics
Outstanding relationship-building skills with collaborative attitude
Proven track record of client satisfaction (high Net Promoter Score)
Deep understanding of investment theory, markets, and products
Success in 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
CFP highly preferred
10+ years preferred industry experience in financial services or a related field
5+ years preferred financial planning experience

Responsibilities

Drive meaningful, long-term relationships with clients seeking tailored financial guidance.
Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity.
Help clients grow, manage, and protect their assets.
Partner with clients to develop personalized, comprehensive financial roadmaps.
Deliver integrated wealth planning and investment strategies aligned with client goals.
Implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs.
Build client dedication through a high-touch planning experience.
Increase share of wallet and generate referrals.
Collaborate with peers to strengthen a culture of planning.