Mar 19, 2026
Fidelity Investments
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 FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon 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...
Professional Diversity Network
Fort Collins, CO, USA
Full-Time
