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Senior Wealth Planner: Bespoke Financial Roadmaps
Job in
Dunwoody, DeKalb County, Georgia, USA
Listed on 2026-09-04
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Fidelity Investments seeks a Wealth Planner to build long-term relationships with high-net-worth clients, delivering tailored financial roadmaps and integrated wealth planning and investment strategies aligned with goals across generations.
The role emphasizes high-touch planning, collaboration with peers, and adherence to regulatory standards, with a forthcoming onsite work model and a competitive total rewards package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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