Wealth Planner - Fairlawn, OH

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 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     Note: Fidelity will not provide immigration sponsorship for this position.     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