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Fidelity Investments

VP, Wealth Planner - Dunwoody, GA

127 Perimeter Center Westonsitevp

Posted today · via Workday

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About this role

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. 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. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs.…

Read the full description on Fidelity Investments's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is vp-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in 127 Perimeter Center West. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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