About this opportunity
Fidelity Investments Inc. lists this VP, Wealth Planning & Strategy opportunity in portland, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments Inc. in Portland, OR, is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance.
You serve as adviser, counselor, and coach to clients with significant wealth, helping them grow, manage, and protect assets and develop personalized roadmaps with integrated wealth planning and investment strategies. The role emphasizes high-touch planning, collaboration with peers, and delivering comprehensive strategies across retirement,
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Worksite address
portland, OR, 97204, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.