Wealth Planner - Fairlawn, OH

About this role

Job Description:

Wealth Planner  

Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping   families dedicatedly   navigate life stages? The new Wealth Planner role may be for you.  

The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.  

The Expertise   We’re   Looking For  

• 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  

• Required: 5+   years   industry experience in financial services or a related field, 10+ years preferred.  

• Required: 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.)  

The Purpose of Your Role  

As a Wealth Planner, you will   be responsible for   the effective implementation of wealth management for clients to achieve   a high level   of client loyalty and deeper   long term   relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.  

The Skills You Bring  

• 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  

• 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  

Note: Fidelity will not provide immigration sponsorship for this position.  

The Value You Deliver  

You are helping families grow, manage, and protect their assets by:  

• Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity  

• Providing unbiased wealth planning and investment   expertise ,   strategies   and advice across a range of financial planning needs  

• Using sophisticated planning software to build, analyze, and deliver personalized plans for clients  

• Guiding and implementing financial plans into the   appropriate solutions   based on client goals  

• Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer  

• Driving loyalty, share of wallet, and referrals from existing customers  

• Collaborating with peers and   demonstrating   teamwork through standard   methodology   sharing that helps foster a culture of planning  

How Your Work Impacts the Organization  

As a Wealth Planner, your passion,   expertise , and commitment to long-standing relationships and personalized financial planning will attract, serve, and   retain   clients that are looking for more   personalize   and dedicated financial planning.  

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.

Certifications: Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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