Full-Time

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

Naples, FL, USA

Hybrid role requiring onsite presence every other week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
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
Desired Qualifications
  • Experience with and/or knowledge of behavioral economics and family psychology
  • Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
  • Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
  • Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
  • Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
  • Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates
  • Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
  • 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
  • Excellent team member and leadership skills

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. Unique features like Watch List Visualization for iPad and Open Limit Order Visualization enhance user experience by providing insights into stock performance and order status. The company's goal is to empower users with the information and tools necessary for informed investment 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