Wealth Planner - Fairfield, CT
About the role
The Role As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations.
Responsibilities
- Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity
- Develop and deliver comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
- Implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs
- Build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning
Requirements
- Bachelor’s Degree highly preferred
- CFP highly preferred
- Active 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
Skills
- Strong understanding of behavioral economics and family dynamics
- Outstanding relationship-building skills with collaborative attitude
- Proven track record of client satisfaction (high Net Promoter Score)
- Deep understanding of investment theory, markets, and products
- Success in fast-paced environment
Qualifications
- Expertise in financial planning and investment management
- Ability to work independently and collaboratively
- Excellent communication and interpersonal skills
Benefits
We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Pay
Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Schedule
Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Category
Certifications Series 07 - FINRA, Series 66 - FINRA Category Sales