Posted 16 days ago
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Role focuses on building deeper client relationships by delivering integrated wealth planning and investment strategies for families. As a Wealth Planner, you will co-create personalized plans, guide clients through life stages, and align planning with investment management to achieve long-term financial goals. The role requires extensive experience in financial services or financial planning, with licenses such as FINRA Series 7 and 66 (or the ability to acquire them on hire), and a proven track record of high client satisfaction. The position is based in Fort Collins, CO with a base salary range of $115,000 to $200,000 per year, and includes potential bonuses and a hybrid work arrangement.
- Compensation
- $115,000 – $200,000 USD
- City
- Fort Collins
- Country
- United States
Currency: $ (USD)
Full Job Description
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 Were Looking For
Bachelors 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelitys 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.
Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Hybrid work schedule
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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