Wealth Planner

Fidelity Investments

. Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity .

Posted 11/5/2026full-timeOrland Park • Illinois • United StatesMid-LevelSenior💰 $96,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing personalized financial roadmaps and integrated wealth management strategies, with a strong focus on client relationship building and satisfaction. Holds relevant licenses and certifications to provide comprehensive financial planning and investment advice.

Highest-signal resume keywords

CFP CertificationFINRA Series 7 LicenseFINRA Series 66 License5+ Years Financial Planning ExperienceDeep Understanding of Investment Theory

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Wealth Management StrategiesInvestment ManagementRetirement PlanningTax PlanningProtection PlanningBehavioral EconomicsFamily DynamicsClient Satisfaction MetricsFinancial Roadmap DevelopmentIntegrated Wealth Planning

Soft Skills

Outstanding Relationship-Building SkillsCollaborative AttitudeCoaching SkillsClient DedicationReferral Generation

Certifications & Qualifications

Bachelor's DegreeInsurance License

Industry Keywords

Financial ServicesWealth TransferMultigenerational PlanningClient Goals AlignmentHigh Net Promoter ScoreFast Paced Environment

About the role

Key responsibilities & impact

Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity
Develop personalized, comprehensive financial roadmaps
Deliver integrated wealth planning and investment strategies aligned with client goals
Implement solutions supporting key life events, wealth transfer decisions, and multigenerational planning needs
Build client dedication, increase share of wallet, and generate referrals
Collaborate with peers to strengthen a culture of planning
Build long-term client relationships and guide clients toward wealth management and retirement planning goals

Requirements

What you’ll need

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
Insurance license required
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
Fidelity will not provide immigration sponsorship for this position
Candidates may be restricted from hiring or association due to certain Criminal Histories

Benefits

Comp & perks

Competitive total rewards package
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources and robust training and onboarding opportunities