About this opportunity
Soteria Reinsurance Ltd. lists this VP, Wealth Planner: Multigenerational Financial Strategy opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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).
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.