Wealth Planner - Orland Park, IL
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 develop 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. The role is supported by training and onboarding at the branch, regional, national, and virtual levels, as well as industry-leading products and services, sophisticated technology, and an investment platform. Fidelity is transitioning to a full-time onsite working model through a phased rollout; current onsite expectations vary by role and location and may evolve.
Requirements
- Active FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
- Insurance license required.
- At least 5 years of industry experience in financial services or a related field.
- At least 3 years of financial planning experience.
- Strong understanding of behavioral economics and family dynamics.
- Outstanding relationship-building skills and a collaborative attitude.
- Proven track record of client satisfaction, such as 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.
Nice To Haves
- Bachelor’s degree.
- CFP certification.
- 10 or more years of industry experience in financial services or a related field.
- 5 or more years of financial planning experience.
Responsibilities
- Build meaningful, long-term relationships with clients seeking tailored financial guidance.
- Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complex needs.
- Help clients grow, manage, and protect their assets.
- Develop personalized, comprehensive financial roadmaps with clients.
- Deliver integrated wealth-planning and investment strategies aligned with clients’ goals.
- Implement solutions for key life events, wealth-transfer decisions, and multigenerational planning needs using sophisticated planning tools.
- 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.
- Stable base salary recognizing performance and achievement.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment and tuition reimbursement.
- Learning resources to develop your career.
- Robust training and onboarding opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
