Fidelity Investments in Houston seeks a Wealth Planner to build long-term client relationships through tailored financial guidance, integrated planning, and wealth management strategies. You will serve as a trusted adviser, coach, and partner to high-net-worth individuals, helping manage and transfer wealth across generations.
The role requires a strong foundation in investment theory, markets, and products, with CFP preferred and Series 7/66 licenses (or ability to acquire).
#J-18808-LjbffrVP, Wealth Planner: Multigenerational Financial Strategy in houston at Unknown Company
This position is listed as full time and onsite.