Senior Wealth Planner & Generational Strategy Architect
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Fidelity Investments seeks a Wealth Planner to build tailored financial roadmaps for high-net-worth clients, guiding wealth growth, protection, and transfer strategies. You’ll partner with clients, deliver integrated planning and investment approaches, and collaborate with peers to strengthen a culture of planning.
The team emphasizes onsite collaboration, robust training, and a comprehensive rewards package as Fidelity expands its wealth management capabilities across regions and virtual
We have an opening for a Senior Wealth Planner & Generational Strategy Architect in Portland, OR, United States within Sales, Other.
The advertised compensation is 90..
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 Senior Wealth Planner & Generational Strategy Architect role in the description above.
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