Wealth Advisor
Soteria Reinsurance Ltd.
Fidelity Investments in Oregon seeks a Wealth Planner to guide high-net-worth clients with tailored financial roadmaps. You will deliver integrated wealth planning and investment strategies, using sophisticated tools to support life events and multigenerational planning. You will build long-term relationships, increase share of wallet, and collaborate with peers to sustain a culture of planning. A CFP credential is preferred, and the role supports an onsite working model with comprehensive #J-18808-Ljbffr
Vacancy posted 4 days ago
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