About this opportunity
Lonestar State College lists this Senior Wealth Planner - Multigenerational Wealth & Advisory opportunity in oakland park, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity is seeking a Wealth Planner in Florida (Oakland Park) to build tailored financial roadmaps and deliver integrated wealth planning and investment strategies for high-net-worth clients.
You will partner with clients to understand goals, use advanced planning tools, and coordinate with peers to enhance the client experience and drive referrals. A CFP and FINRA licenses are preferred; onsite presence is expected during the rollout.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.