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Executive Wealth Planner — Strategy & Legacy
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-09-04
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Oregon seeks a Wealth Planner to guide high-net-worth clients with tailored financial roadmaps. You will deliver integrated wealth planning and investment strategies, using sophisticated tools to support life events and multigenerational planning.
You will build long-term relationships, increase share of wallet, and collaborate with peers to sustain a culture of planning. A CFP credential is preferred, and the role supports an onsite working model with comprehensive
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