VP, Wealth Planner - Oklahoma City, United States - Soteriare

Description

VP, Wealth Planner - Chestnut Hill, MA page is loaded

VP, Wealth Planner - Chestnut Hill, MA

Apply

locations

Chestnut Hill, MA

time type

Full time

posted on

Posted 3 Days Ago

job requisition id


Job Description:
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.

The Expertise We're Looking For

Bachelor's Degree highly preferred
CFP highly preferred
Series 7, 63, 65, 66 and insurance licenses required prior to hire
Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
Required: 3-5 years of financial planning experience, 5+ years preferred
Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role

As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships.

The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.

The Skills You Bring

Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills
The Value You Deliver

You are helping families grow, manage, and protect their assets by:
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
Guiding and implementing financial plans into the appropriate solutions based on client goals

Building a Relationship Based Practice:
fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Driving loyalty, share of wallet, and referrals from existing customers
Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
How Your Work Impacts the Organization

As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.

Certifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA Category: Sales
About Us

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of

Absence/Accommodation

Team by sending an email to

,

or by calling , prompt 2, option 2

For roles based in Ireland:
Contact

For roles based in Germany:
Contact A

#J-18808-Ljbffr