Vice President, Wealth Planner, Seattle, WA

Fidelity(4 months ago)

HybridFull TimeSenior$115,000 - $200,000Sales

About this role

A Wealth Planner builds deep, long-term relationships with families to deliver personalized, comprehensive wealth planning and integrated investment strategies. The role focuses on helping clients achieve their financial goals across life stages and generations through tailored, fee-based planning and investment management. This position emphasizes client loyalty, relationship-based practice, and use of sophisticated planning tools.

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Required Skills

Financial Planning
Wealth Management
Client Relationships
Investment Strategy
Portfolio Management
Cash Flow Analysis
Retirement Planning
Tax Strategies
Asset Protection
Behavioral Economics

+2 more

Qualifications

Bachelor's Degree
CFP
Series 7
Series 63
Series 65
Series 66
Insurance License

About Fidelity

fidelity.com

Fidelity 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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