Wealth Planner - Cambridge, MA

Fidelity Investments Cambridge , MA 02138

Posted 3 months ago

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.

Our Investments in You

We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

  • Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)

Certifications:

Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Maintenance Tech Apprentice In Cambridge MA

CB Richard Ellis

Posted 2 weeks ago

VIEW JOBS 1/4/2022 12:00:00 AM 2022-04-04T00:00 Maintenance Tech Apprentice in Cambridge MA Job ID 10929 Posted 31-Aug-2021 Service line GWS Segment Role type Full-time Areas of Interest Engineering/Maintenance Location(s) Cambridge - Massachusetts - United States of America RESPONSIBILITIES 1 year training program: Performs entry-level preventive maintenance and corrective repair of buildings, industrial systems, equipment and grounds in an on-the-job training working environment. Working under close supervision, assists in monitoring building system operations and performance. Utilizes several entry-level trade skills such as carpentry, plumbing, electrical, painting, roofing, heating and cooling. ESSENTIAL DUTIES AND RESPONSIBILITIES Complies with all applicable codes, regulations, governmental agency and Company directives related to building operations and work safety. Observes and receives training, instruction, and guidance on various building operations processes. Adheres to existing working practices, methods, procedures, and undertakes relevant training and development activities. Performs general labor work as assigned. Completes maintenance and repair records as required. Runs errands to support projects. Maintains lighting systems throughout the facility, cleaning fixtures and replacing bulbs and lamps, including participation in any lamp recycling programs. Assists with installation and modification of building equipment systems, under supervision. Assists with troubleshooting and repairs of buildings and installed systems to include: plumbing systems, kitchen equipment, roofs, drains, shop, and HVAC, under supervision. Performs housekeeping functions and maintains the professional appearances of the property, equipment, engineering spaces, and common areas. Paints and patches drywall. Performs other minor carpentry repairs under supervision. Maintains grounds of facility or property performing such tasks as raking, sweeping, leaf blowing, pressure washing or snow removal. Facilitates office access and office moves by providing moving crates, assembling furniture, office keys, nameplates, etc. Maintains key inventory. Responds quickly to emergency situations, summoning additional assistance as needed. Prepares meetings and conference rooms, arranging tables and chairs as requested. May set up audio/visual equipment, flip charts and TV's within conference rooms and pick up when completed. Successful completion of apprenticeship course work required. Performs other duties as assigned. SUPERVISORY RESPONSIBILITIES No formal supervisory responsibilities in this position. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. EDUCATION and EXPERIENCE High School Diploma or general education degree (GED). CERTIFICATES and/or LICENSES May require valid driver's license. COMMUNICATION SKILLS Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. FINANCIAL KNOWLEDGE Ability to calculate simple figures such as percentages. REASONING ABILITY Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills. OTHER SKILLS and ABILITIES Uses personal computer and / or PDA for work order system, email, ESS and training. Basic skills with Microsoft Office Outlook. Physical requirements include stooping, standing, walking, climbing stairs / ladders and ability to lift / carry heavy loads of 50 lbs. or more. SCOPE OF RESPONSIBILITY Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor. SAFETY Responsible for personal safety and the safety of those who are affected by your work. This includes but is not limited to: 1. Complete all required and assigned HSE training at a satisfactory level, 2. Follow all activity policies and procedures, including all HSE-related requirements at all times, 3. Participate in all HSE-related programs & activities as required, including incident investigations, interviews, auditing and assessment, etc. 4. Report any conditions which you feel could result in an accident or injury and / or stop work if required. CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. CB Richard Ellis Cambridge MA

Wealth Planner - Cambridge, MA

Fidelity Investments