Wealth Planner - Farmington Hills, MI

Fidelity • Farmington Hills, MI

3d

About The Position

As a Wealth Planner, you build meaningful, long-term relationships with clients seeking tailored financial guidance. You act 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 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.

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. The position is in Farmington Hills, Michigan. Fidelity will not provide immigration sponsorship for this position. Fidelity's onsite working model is transitioning toward full-time onsite work through a phased rollout; requirements vary by role and location and may evolve.

Requirements

• Active FINRA Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire.
• Insurance license required.
• At least 5 years of industry experience in financial services or a related field; 10 or more years preferred.
• 3–5 years of financial planning experience; 5 or more years preferred.
• 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.
• Success in a fast-paced environment.
• Bachelor’s degree highly preferred.
• CFP highly preferred.

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

• Develop personalized, comprehensive financial roadmaps with clients.
• Deliver integrated wealth planning and investment strategies aligned with clients’ goals.
• Help clients grow, manage, and protect their assets.
• Use planning tools to implement solutions for key life events, wealth transfer decisions, and multigenerational planning needs.
• Build client dedication, increase share of wallet, and generate referrals through a high-touch planning experience.
• Collaborate with peers to strengthen a culture of planning.
• Develop, deliver, and execute comprehensive wealth management strategies encompassing investment management, retirement, tax, and protection planning.

Benefits

• Competitive total rewards package and comprehensive benefits.
• Stable base salary that recognizes performance and achievement.
• Robust training and onboarding opportunities at the branch, regional, national, and virtual levels.

What This Job Offers

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