More jobs:
Senior Wealth Planner & Client Advisory Leader
Job in
Sugar Land, Fort Bend County, Texas, 77479, USA
Listed on 2026-06-24
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments is seeking a Wealth Planner in Sugar Land, Texas. The Wealth Planner will focus on building lasting relationships by providing personalized wealth management and financial planning. Candidates should possess a strong background in financial services, preferably with certifications like CFP and experience in investment strategies.
The role requires excellent EQ skills, a commitment to fostering long-term client relationships, and the ability to thrive in a dynamic environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×