Vice President Wealth Planner
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as a trusted adviser to clients with significant wealth and complex planning needs. You will create personalized financial roadmaps, deliver integrated investment and wealth-planning strategies, support life events and wealth transfers, and build lasting client relationships through a high-touch planning experience.
Requirements
- Active FINRA Series 7 and Series 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire
- Five or more years of financial-services or related experience
- Three to five years of financial-planning experience
- Knowledge of behavioral economics and family dynamics
- Knowledge of investment theory, markets, and products
- Experience developing and executing wealth-management strategies covering investment management, retirement, tax, and protection planning
- No immigration sponsorship
Responsibilities
- Develop personalized comprehensive financial roadmaps
- Deliver integrated wealth planning and investment strategies
- Support life events, wealth transfer decisions, and multigenerational planning
- Build long-term client relationships
- Increase share of wallet and generate referrals
- Collaborate with peers to strengthen planning practices
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources