Vice President, Wealth Planner - Tampa, FL

Fidelity Investments•Tampa, FL

1d•Onsite

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. Your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.

Requirements

Bachelor’s Degree highly preferred
CFP highly preferred
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, 10+ years preferred.
3-5 years of financial planning experience, 5+ years preferred
Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)
Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills

Nice To Haves

Bachelor's Degree
CFP
10+ years industry experience in financial services or a related field
5+ years of financial planning experience

Responsibilities

Driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies.
Implementing wealth management for clients to achieve a high level of client loyalty and deeper long term relationships.
Providing personalized and dedicated relationship and financial planning integrated with investment management.
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity.
Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs.
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients.
Guiding and implementing financial plans into the appropriate solutions based on client goals.
Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer.
Driving loyalty, share of wallet, and referrals from existing customers.
Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning.
Communicating factors impacting the markets and presenting regular investment updates to clients and associates.
Implementing wealth management for clients to achieve a high level of client loyalty and deeper long term relationships.