Wealth Planner - Littleton, MA
$115k/y-$200k/y
14 days ago
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HybridFull-timeSenior
Summary
Fidelity Investments is seeking a Wealth Planner to join their team in Littleton, MA. The role focuses on building meaningful relationships with families by co-creating personalized wealth planning and investment strategies.
About the Role
As a Wealth Planner, you will be responsible for implementing wealth management strategies to enhance client loyalty and foster long-term relationships. Your tasks will include providing personalized financial planning integrated with investment management, guiding clients through various life stages, and utilizing sophisticated planning software to deliver tailored solutions.
About You
Required:
- Bachelor's Degree highly preferred.
- CFP highly preferred.
- Series 7, 63, 65, 66 and insurance licenses required prior to hire.
- 5+ years industry experience in financial services or a related field.
- 3-5 years of financial planning experience.
Preferred:
- 10+ years industry experience preferred.
- 5+ years of financial planning experience preferred.
- Experience with behavioral economics and family psychology.
- Successful sales history in fiduciary planning and asset management.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plan.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Littleton, MA