Vice President, Wealth Planner - Naples. FL

Overview

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.

• As a Wealth Planner, be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long-term relationships. Provide a personalized and dedicated relationship and financial planning that is integrated with investment management for valued clients.

• Serve as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity; provide unbiased wealth planning and investment expertise across a range of financial planning needs.

• Use sophisticated planning software to build, analyze, and deliver personalized plans for clients; guide and implement financial plans into appropriate solutions based on client goals.

• Build a Relationship Based Practice by fostering deep, trusted, long-term relationships across generations to help families navigate life stages and wealth transfer.

• Drive loyalty, share of wallet, and referrals from existing customers; collaborate with peers and demonstrate teamwork through standard methodology sharing to foster a culture of planning.

• Effectively communicate market factors and present regular investment updates to clients and associates; maintain a high level of client satisfaction and engagement.

• Collaborate across the organization to achieve results; demonstrate ambitious spirit and technology-enabled practice management.

• Educational background:
  Bachelor’s Degree highly preferred; CFP highly preferred.

• Licenses/registrations: FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire;
  
  Note:
  
  Fidelity will not provide immigration sponsorship for this position.

• Experience:
  
  Required:
  
  5+ years in financial services or related field; 10+ years preferred.

• Experience:
  
  Required:
  
  3-5 years of financial planning experience; 5+ years preferred.

• Demonstrated track record of high client happiness and dedication (e.g., high NPS, retention) and proven success in financial planning engagements and implementing solutions (plans, mentorship, asset consolidation, retention).

• Skills:
  
  Demonstrated EQ to build trust with clients and families; knowledge of behavioral economics and family psychology.

• Financial planning and wealth management capabilities including cash flow analysis, investment strategy, retirement planning, income protection, asset protection, tax strategies, and family assistance; experience with fee-based services (discretionary and non-discretionary).

• Investment knowledge:
  Knowledge of investment and portfolio management theory, instruments, markets, and products (including equity, fixed income, and separately managed accounts); ability to present market updates to clients.

• Sales and client management:
  Successful sales history in fiduciary planning and asset management; ability to handle high-volume environments.

• Interpersonal:
  Ambitious, collaborative, tech-savvy; strong leadership and team collaboration skills.

• Help families grow, manage, and protect assets by serving as primary trusted adviser, counselor, and coach to clients with significant wealth and complexity.

• Provide unbiased wealth planning and investment expertise across a range of financial planning needs.

• Use sophisticated planning software to build, analyze, and deliver personalized plans for clients; guide and implement financial plans into appropriate solutions based on client goals.

• Build a Relationship Based Practice across generations to navigate life stages and wealth transfer.

• Drive loyalty, share of wallet, and referrals; collaborate with peers to foster a culture of planning.