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Fidelity Wealth Planner information

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$34.5K

$65.7K

$95.5K

How much do fidelity wealth planner jobs pay per year?

As of Aug 6, 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.

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 Fidelity Wealth Planner do?

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 skills and qualifications are needed to be a Fidelity Wealth Planner?

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.
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:
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Fidelity Wealth Planner jobs near you
Infographic showing various Fidelity Wealth Planner job openings in the United States as of August 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 100% In-person job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Wealth Planner - Fairfield, CT

Fidelity Investments

Fairfield, CT • On-site

$55K - $75K/yr

Full-time

Retirement

Posted 11 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.
The Expertise and Skills You Bring
  • Bachelor's Degree highly preferred
  • CFP highly preferred
  • Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • 5+ years industry experience in financial services or a related field, 10+ years preferred
  • 3-5 years of financial planning experience, 5+ years preferred
  • Strong understanding of behavioral economics and family dynamics
  • Outstanding relationship-building skills with collaborative attitude
  • Proven track record of client satisfaction (high Net Promoter Score)
  • Deep understanding of investment theory, markets, and products
  • Success in fast paced environment
  • Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

The Team
Fidelity's greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
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 - FINRA
Category:
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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