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Skills
- Certified Financial Planner (CFP)unmatched
- Customer Relationsunmatched
- Financial Planningunmatched
- Financial Servicesunmatched
- Investment Strategyunmatched
- Wealth Managementunmatched
Description
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-Ljbffr
Numbers & Facts
| Location | Sugar Land, TX |
| Industry | Banking |
| Company Size | 10,000 employees or more |
| Year Founded | 1946 |
| Website | https://jobs.fidelity.com/ |
About Company
We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.
Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.