Wealth Planner - Littleton, MA

Fidelity(1 month ago)

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

About this role

The Wealth Planner role focuses on building deep, long-term relationships with families by co-creating personalized, comprehensive financial and investment strategies to help clients achieve their goals across life stages and generations. The role centers on delivering integrated wealth planning and investment management services and fostering client loyalty and retention through dedicated advisory relationships.

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Required Skills

Financial Planning
Investment Management
Portfolio Management
Client Relationship
Cash Flow Analysis
Retirement Planning
Tax Strategies
Asset Protection
Behavioral Economics
Communication

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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