Fidelity

Fidelity

VP, Wealth Planner - Glen Allen, VA

Glen Allen, VA · Vp · Full-time

No sponsorship$96k-$210kDetected 1 day ago

About the role

  • Proven track record of client satisfaction (high Net Promoter Score)
  • Deep understanding of investment theory, markets, and products

Responsibilities

  • 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.
  • 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.

Requirements

  • The Expertise and Skills You Bring
  • Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Strong understanding of behavioral economics and family dynamics

Nice to have

  • Bachelor's Degree highly preferred
  • 5+ years industry experience in financial services or a related field, 10+ years preferred
  • 3-5 years of financial planning experience, 5+ years preferred

Skills

  • Outstanding relationship-building skills with collaborative attitude

Compensation

  • 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 performanc

Benefits

  • Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

Company info

  • 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.
  • Note: Fidelity will not provide immigration sponsorship for this position.
  • 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.
  • The base salary range for this position is $96,000-$210,000 per year.
  • Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
  • Base salary is only part of the total compensation package.
  • Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
  • We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
  • These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
  • Note, the application window closes when the position is filled or unposted.
  • 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.
  • Certifications:
  • Series 07 - FINRA, Series 66 - FINRA

Visa & Work Authorization

  • Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.