VP, Wealth Planner: Multigenerational Financial Strategy
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-22
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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).
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