Fidelity Investments
Vice President, Wealth Planner - Walnut Creek, CA
Fidelity Investments, Walnut Creek, California, United States, 94598
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 ForBachelor's Degree highly preferredCFP highly preferredSeries 7, 63, 65, 66 and insurance licenses required prior to hireRequired: 5+ years industry experience in financial services or a related field, 10+ years preferred.Required: 3-5 years of financial planning experience, 5+ years preferredProven 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 BringDemonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their familiesExperience with and/or knowledge of behavioral economics and family psychologyConsistent 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 AssistanceDemonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goalsEstablished 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 environmentAmbitious spirit and the ability to work collaboratively across an organization to achieve resultsTech savvy, embraces and integrates technology to run a planning practiceExcellent team member and leadership skillsThe 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 complexityProviding unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needsUsing sophisticated planning software to build, analyze, and deliver personalized plans for clientsGuiding and implementing financial plans into the appropriate solutions based on client goalsBuilding 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 transferDriving loyalty, share of wallet, and referrals from existing customersCollaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planningHow 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.
The base salary range for this position is $115,000 - $200,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Sales
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 ForBachelor's Degree highly preferredCFP highly preferredSeries 7, 63, 65, 66 and insurance licenses required prior to hireRequired: 5+ years industry experience in financial services or a related field, 10+ years preferred.Required: 3-5 years of financial planning experience, 5+ years preferredProven 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 BringDemonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their familiesExperience with and/or knowledge of behavioral economics and family psychologyConsistent 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 AssistanceDemonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goalsEstablished 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 environmentAmbitious spirit and the ability to work collaboratively across an organization to achieve resultsTech savvy, embraces and integrates technology to run a planning practiceExcellent team member and leadership skillsThe 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 complexityProviding unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needsUsing sophisticated planning software to build, analyze, and deliver personalized plans for clientsGuiding and implementing financial plans into the appropriate solutions based on client goalsBuilding 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 transferDriving loyalty, share of wallet, and referrals from existing customersCollaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planningHow 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.
The base salary range for this position is $115,000 - $200,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Sales