What are the responsibilities and job description for the High Net Worth Financial Planner position at Fidelity Investments?
We are seeking a highly skilled High Net Worth Financial Planner to join our team at Fidelity Investments. In this role, you will have the opportunity to work with high net worth clients, providing them with personalized financial planning and investment guidance.
About the Role
This is a key position within our Investor Center, where you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand.
You will be responsible for guiding your clients through wealth management and retirement planning strategies, ensuring they have peace of mind as they navigate complex financial decisions.
As a member of our team, you will be backed by Fidelity's open architecture, allowing you to provide comprehensive investment guidance and sustain long-lasting relationships with your clients.
You will also have unlimited access to top resources and tools in the industry, as well as a competitive compensation package with excellent benefits.
Requirements and Qualifications
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- Experience with High Net Worth clients
- A CFP is preferred, but not required
Benefits and Compensation
The estimated salary for this role is around $80,000 - $120,000 per year, depending on experience.
In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with company match.
Why Work for Fidelity?
We value our employees and offer a range of benefits and perks, including:
- Unlimited access to top resources and tools in the industry
- A competitive compensation package with excellent benefits
- A collaborative and supportive work environment
- Opportunities for career growth and development
Salary : $80,000 - $120,000
