Vice President, Wealth Planner, Seattle, WA
Fidelity(14 days ago)
About this role
A Wealth Planner at Fidelity focuses on building long-term, personalized relationships with clients by developing comprehensive wealth management strategies that align with their financial goals. This role involves providing expert financial advice, creating customized plans, and guiding clients through various life and wealth transfer stages.
Required Skills
- Financial Planning
- Investment Management
- Retirement Planning
- Asset Protection
- Tax Strategies
- Family Psychology
- Financial Analysis
- Client Relationship
- Wealth Management
- Fiduciary
Qualifications
- Certified Financial Planner ® (CFP)
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
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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