Full-Time

Vice President

Wealth Planner

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Senior, Expert

The Woodlands, TX, USA

Hybrid role requiring onsite presence every other week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s Degree highly preferred
  • CFP highly preferred
  • Series 7, 63, 65, 66 and insurance licenses required prior to hire
  • 5+ years industry experience in financial services or a related field, 10+ years preferred
  • 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.)
Responsibilities
  • Responsible for the 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 clients
  • Guiding and implementing financial plans into the appropriate solutions based on client goals
Desired Qualifications
  • Experience with and/or knowledge of behavioral economics and family psychology
  • Successful sales history in the fiduciary planning and asset management business
  • 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

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Additionally, features like the Watch List Visualization for iPad allow users to track stock price changes over time and compare different stocks visually. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement