Wealth Planner - Cleveland East, OH

Fidelity Investments · Beachwood, OH · 1 mo ago

On-siteFinanceFull-time

About the role

The Wealth Planner role is ideal for someone passionate about comprehensive wealth strategies, building meaningful relationships, and helping families navigate life stages.

Responsibilities

Drive deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies.
Implement wealth management for clients to achieve high levels of client loyalty and long-term relationships.
Provide unbiased wealth planning and investment expertise, strategies, and advice across a range of financial planning needs.
Guide and implement financial plans into appropriate solutions based on client goals.
Build a relationship-based practice fostering deep, trusted, and long-term relationships across generations.
Collaborate with peers and demonstrate teamwork through standard methodology sharing.

Requirements

Bachelor’s Degree highly preferred
CFP highly preferred
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon 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.)

Qualifications

Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Deep experience in effectively executing and integrating 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
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

Skills

Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
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
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

Pay

Details on pay are not specified in the job description.