Fidelity Investments in Houston, TX is seeking a Vice President, Wealth Planner to lead high-net-worth client relationships and deliver comprehensive wealth management strategies. You will develop personalized roadmaps, coordinate investment, tax, retirement and protection planning, and guide clients across generations.
You will work with a team of planners, apply advanced planning tools, and strive to grow client dedication, share of wallet, and referrals while upholding fiduciary standards and
#J-18808-LjbffrVP Wealth Planner — Strategic Wealth Growth & Legacy in houston at Unknown Company
This position is listed as full time and onsite.