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Job description
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
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Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.