About this opportunity
Soteria Reinsurance Ltd. lists this Executive Wealth Planner — Strategy & Legacy opportunity in tigard, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.