VP 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.
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 advise clients with significant wealth and complexity, create personalized financial roadmaps, and implement integrated investment, retirement, tax, protection, and wealth-transfer strategies. You will build long-term client relationships, support multigenerational planning, and identify opportunities to deepen client engagement.
Requirements
- Active FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire
- 5+ years of financial-services or related-industry experience
- 3–5 years of financial-planning experience
- Understanding 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
Responsibilities
- Develop personalized, comprehensive financial roadmaps
- Deliver integrated wealth planning and investment strategies
- Implement solutions for life events, wealth transfers, and multigenerational planning
- Build long-term client relationships and generate referrals
- Collaborate with peers to strengthen planning practices
Benefits
- Fully paid parental leave
- On-site health and wellness centers