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Fidelity Wealth Planner Jobs (NOW HIRING)

Fidelity Investments

Director, HRBP

Merrimack, NH

$103K/yr

The Fidelity Wealth HR team provides strategic partnership and a set of capabilities that ensure ... Working with leaders to ensure our associates are positioned for success - planning, hiring ...

Fidelity Investments

Director, HRBP

Boston, MA · On-site

$103K/yr

The Fidelity Wealth HR team provides strategic partnership and a set of capabilities that ensure ... Working with leaders to ensure our associates are positioned for success - planning, hiring ...

Fidelity Investments

Director, HRBP

Smithfield, RI · On-site

$103K/yr

The Fidelity Wealth HR team provides strategic partnership and a set of capabilities that ensure ... Working with leaders to ensure our associates are positioned for success - planning, hiring ...

Fidelity Investments

Director, HRBP

Boston, MA · On-site

$103K/yr

The Fidelity Wealth HR team provides strategic partnership and a set of capabilities that ensure ... Working with leaders to ensure our associates are positioned for success - planning, hiring ...

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All JobsFidelity Wealth Planner Jobs

Fidelity Wealth Planner information

See salary details

$34.5K

$65.7K

$95.5K

How much do fidelity wealth planner jobs pay per year?

As of Jul 16, 2026, the average yearly pay for fidelity wealth planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial advisors, including wealth planners, can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or in senior roles. Achieving this level often requires advanced certifications, strong sales skills, and a significant client base. Compensation varies widely based on experience, location, and firm size.

How to become a financial planner at Fidelity?

To become a financial planner at Fidelity, candidates typically need a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Series 7 and Series 66 licenses. Prior experience in financial advising or planning is often preferred, and strong interpersonal and analytical skills are essential for success in the role.

What is the difference between Fidelity Wealth Planner vs Financial Advisor?

AspectFidelity Wealth PlannerFinancial Advisor
CertificationsCFP, Series 7, 66/65CFP, Series 7, 66/65 (common)
Work EnvironmentFidelity offices, client meetings, remoteIndependent or firm-based, client meetings, remote
Employer/IndustryFidelity Investments, financial servicesVarious firms, financial services
Primary FocusComprehensive wealth planning within FidelityInvestment management, financial planning

Fidelity Wealth Planners specialize in providing comprehensive wealth management services within Fidelity Investments, often focusing on clients' entire financial picture. Financial Advisors may work independently or for various firms, offering investment advice and financial planning. While both roles require similar certifications and work in the financial industry, Fidelity Wealth Planners are typically tied to Fidelity's platform and resources, whereas Financial Advisors may have broader employer options.

What does a typical day look like for a Fidelity Wealth Planner, and how do they collaborate with other team members?

A typical day for a Fidelity Wealth Planner involves meeting with clients to discuss their financial goals, reviewing and updating financial plans, and researching investment options tailored to each client's needs. Wealth Planners regularly collaborate with financial consultants, investment specialists, and customer service teams to ensure clients receive holistic and coordinated advice. This role requires strong communication and organizational skills, as planners must manage multiple client portfolios and stay informed about changing market conditions. The team-oriented environment at Fidelity encourages knowledge sharing and professional development, making it a supportive place for career growth.

What are the key skills and qualifications needed to thrive as a Fidelity Wealth Planner, and why are they important?

To thrive as a Fidelity Wealth Planner, you need a strong background in financial planning, investment strategies, and a relevant bachelor's degree, often supported by certifications like CFP®. Mastery of Fidelity's financial planning software, CRM systems, and compliance tools is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust stand out in this client-facing role. These skills and qualifications ensure you can provide tailored financial advice, foster long-term client relationships, and uphold regulatory standards.

How do Fidelity financial planners get paid?

Fidelity Wealth Planners typically earn compensation through a combination of fees for financial planning services and commissions on certain investment products. They may also receive ongoing asset-based fees based on the value of client portfolios and often hold relevant certifications such as CFP to provide comprehensive advice.

What is a Fidelity wealth planner?

A Fidelity wealth planner is a financial professional who helps clients develop personalized strategies for managing and growing their wealth, often providing advice on investments, retirement planning, and estate planning. They typically hold relevant certifications such as CFP and use tools like financial planning software to assist clients in achieving their financial goals.
More about Fidelity Wealth Planner jobs
What cities are hiring for Fidelity Wealth Planner jobs? Cities with the most Fidelity Wealth Planner job openings:
What states have the most Fidelity Wealth Planner jobs? States with the most job openings for Fidelity Wealth Planner jobs include:
What job categories do people searching Fidelity Wealth Planner jobs look for? The top searched job categories for Fidelity Wealth Planner jobs are:
Fidelity Wealth Planner jobs near you
Infographic showing various Fidelity Wealth Planner job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,702 per year, or $31.6 per hour.
Wealth Planner - Cleveland East, OH

Wealth Planner - Cleveland East, OH

Fidelity Investments

Orange, OH

$72K - $96K/yr

Full-time

Posted 23 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description

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 helpingfamilies dedicatedlynavigate 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 ExpertiseWe'reLooking For

  • Bachelor's Degree highly preferred

  • CFP highly preferred

  • FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon hire

  • Required: 5+yearsindustry experience in financial services or a related field, 10+ years preferred.

  • Required: 3-5 years of financial planning experience, 5+ years preferred

  • Proventrack recordof high client happiness and dedication (e.g.high NPS, retention, etc.)Proventrack recordof financial planning engagements and implementing solutions (e.g.financial plans / mentorship delivered, handled money, assetconsolidationand retention, etc.)

The Purpose of Your Role

As a Wealth Planner, you willbe responsible forthe effective implementation of wealth management for clients to achievea high levelof client loyalty and deeperlong termrelationships. 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 intoappropriate solutionsbased 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 factorsimpactingthe 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 ahigh volumebusiness 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

Note: Fidelity will not provide immigration sponsorship for this position.

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 investmentexpertise,strategiesand 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 theappropriate solutionsbased 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 anddemonstratingteamwork through standardmethodologysharing 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, andretainclients that are looking for morepersonalizeand dedicated financial planning.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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