Director, Wealth Planning Specialist
Fidelity Investments - New Hampshire
The Wealth Planning Specialist will partner closely with HNW clients to review and analyze their overall financial situation uncovering key financial and wealth issues which need to be addressed and resolved. This individual will also be responsible for identifying and recommending planning strategies to address these key issues.

The Wealth Planning Specialist should have expertise within the following planning areas: a.) asset and liability modeling; b.) investments and asset allocation; c.) risk management and insurance; d.) cash flow and tax planning; e.) estate and trust (legacy planning); f.) executive compensation and small business planning.

Key responsibilities include:
·
Review and analysis of a client’s situation
·
Oversight and production of personalized wealth planning materials from draft creation through distribution of final planning output.
·
Facilitate client presentations in collaboration with the adviser/relationship manager
·
Facilitate Wealth Planning Seminars / Webinars for HNW clients
·
Develop and publish thought leadership for HNW clients around key wealth planning topics and strategies
Qualifications
Qualifications
·
Preferred designations: o
Law degree preferred with minimum of 5 years of estate and trust experience (LLM in tax preferred) o
CFA, CFP, CPA
·
Experience: Greater than 5 years of planning experience dealing with HNW individuals and families
·
Strong analytical and communication skills
·
Series 7, 63, 65 preferred
About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com .
Job : Product Development & Management
Primary Location : New Hampshire

Schedule : Full-time
Job Level : Director
Education Level : Bachelor's Degree (±16 years)
Job Type : Standard
Shift : Day Job
Overtime Status : Exempt
Travel : No

Fidelity Investments - 18 months ago - save job - block
About this company
664 reviews
Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement...