Fidelity Investments in Oregon seeks a Wealth Planner to guide high-net-worth clients with tailored financial roadmaps. You will deliver integrated wealth planning and investment strategies, using sophisticated tools to support life events and multigenerational planning.
You will build long-term relationships, increase share of wallet, and collaborate with peers to sustain a culture of planning. A CFP credential is preferred, and the role supports an onsite working model with comprehensive
#J-18808-LjbffrExecutive Wealth Planner — Strategy & Legacy in tigard at Unknown Company
This position is listed as full time and onsite.