VP, Wealth Planning & Strategy
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Fidelity Investments Inc. in Portland, OR, is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance.
You serve as adviser, counselor, and coach to clients with significant wealth, helping them grow, manage, and protect assets and develop personalized roadmaps with integrated wealth planning and investment strategies. The role emphasizes high-touch planning, collaboration with peers, and delivering comprehensive strategies across retirement,
Are you ready to take on the VP, Wealth Planning & Strategy role at Fidelity Investments Inc.?
Consider building your career as a VP, Wealth Planning & Strategy at Fidelity Investments Inc.
The VP, Wealth Planning & Strategy position in the Legal, Other field is open for applications.
We have an opening for a VP, Wealth Planning & Strategy in Portland, OR, United States within Legal, Other.
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