Fidelity Investments seeks a Wealth Planner to build tailored financial roadmaps for high-net-worth clients, guiding wealth growth, protection, and transfer strategies. You’ll partner with clients, deliver integrated planning and investment approaches, and collaborate with peers to strengthen a culture of planning.
The team emphasizes onsite collaboration, robust training, and a comprehensive rewards package as Fidelity expands its wealth management capabilities across regions and virtual
#J-18808-LjbffrSenior Wealth Planner & Generational Strategy Architect in portland at Unknown Company
This position is listed as full time and onsite.