Vice President, Wealth Planner, Seattle, WA

Fidelity Investments•Seattle, WA

64d•$115,000 - $200,000•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.

Requirements

Series 7, 63, 65, 66 and insurance licenses required prior to hire
Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
Required: 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
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)
Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
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 highly preferred
CFP highly preferred
Experience with and/or knowledge of behavioral economics and family psychology

Responsibilities

Effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships.
Providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
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

Benefits

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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