Senior Wealth Planner & Client Advisory Leader
Fidelity Investments
Fidelity Investments is seeking a Wealth Planner in Sugar Land, Texas. The Wealth Planner will focus on building lasting relationships by providing personalized wealth management and financial planning. Candidates should possess a strong background in financial services, preferably with certifications like CFP and experience in investment strategies. The role requires excellent EQ skills, a commitment to fostering long-term client relationships, and the ability to thrive in a dynamic environment. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
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