Wealth Planner - Orland Park, IL

Fidelity • Orland Park, IL

2d

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 create personalized, comprehensive financial roadmaps and deliver integrated wealth-planning and investment strategies aligned with their goals across generations. Using sophisticated planning tools, you implement solutions for key life events, wealth transfers, and multigenerational planning. 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.

Fidelity provides training and onboarding at the branch, regional, national, and virtual levels, along with industry-leading products and services, sophisticated technology, and an investment platform to support client relationships and wealth-management and retirement-planning goals. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations vary by role and location and may evolve.

Requirements

• Active FINRA Series 7 and Series 66 licenses with 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, including 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 highly preferred.
• CFP highly preferred.
• 10 or more years of industry experience preferred.
• 5 or more years of financial planning experience preferred.

Responsibilities

• Build long-term relationships with clients seeking tailored financial guidance.
• Advise, counsel, and coach clients with significant wealth and complex financial needs.
• Help clients grow, manage, and protect their assets.
• Develop personalized, comprehensive financial roadmaps and integrated wealth-planning and investment strategies aligned with client goals.
• Use planning tools to implement solutions for key life events, wealth transfers, and multigenerational planning needs.
• Deliver 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 and stable base salary that recognizes performance and achievement.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level