VP, Wealth Planner: Multigenerational Financial Strategy
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Fidelity Investments in Houston seeks a Wealth Planner to build long-term client relationships through tailored financial guidance, integrated planning, and wealth management strategies. You will serve as a trusted adviser, coach, and partner to high-net-worth individuals, helping manage and transfer wealth across generations.
The role requires a strong foundation in investment theory, markets, and products, with CFP preferred and Series 7/66 licenses (or ability to acquire).
The VP, Wealth Planner:
Multigenerational Financial Strategy position in the Sales field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the VP, Wealth Planner:
Multigenerational Financial Strategy role in the description above.
We appreciate your interest in this position.
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