Senior Wealth Planner - Multigenerational Planning
Fidelity Corp
Fidelity is seeking a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored wealth planning and investment strategies. You will partner to develop comprehensive roadmaps, address life events, and support multigenerational planning with high-touch service. The role requires CFP and FINRA licenses or the ability to acquire them, plus 5+ years in financial services and 3-5 years in financial planning. #J-18808-Ljbffr
Vacancy posted 21 hours ago
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