Vice President, Wealth Planner, Bellevue, WA
Fidelity(1 month ago)
About this role
A Wealth Planner provides personalized, comprehensive wealth planning and investment strategies for families, focusing on multi-generational goals and long-term relationships. The role emphasizes building deep client trust and delivering tailored financial plans integrated with investment management to drive client loyalty and retention.
Required Skills
- Financial Planning
- Investment Management
- Client Relationships
- Wealth Management
- Cash Flow
- Retirement Planning
- Tax Strategies
- Portfolio Management
- Client Communication
- Sales
+1 more
Qualifications
- Bachelor's Degree
- CFP
- Series 7
- Series 63
- Series 65
- Series 66
- Insurance Licenses
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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