Executive Wealth Planner — Strategy & Legacy

Soteria Reinsurance Ltd.; Tigard, Northern (OR, KY); Hybrid; USD 120,000 - 170,000; Full time

Job summary

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

Qualifications

• Bachelor’s degree highly preferred.
• CFP highly preferred.
• Active FINRA Series 7 & 66 with state registrations or ability to acquire Series 66.
• 5+ years in financial services.
• 10+ years preferred.
• 3-5 years financial planning experience.
• 5+ years preferred.
• Strong understanding of behavioral economics and family dynamics.
• Excellent relationship-building and collaborative mindset.
• Proven high Net Promoter Score and client satisfaction.
• Deep knowledge of investment theory, markets, and products.
• Experience delivering comprehensive wealth management strategies.

Responsibilities

• Develop personalized wealth roadmaps and integrated planning strategies.
• Build long-term relationships with high-net-worth clients.
• Implement investment, retirement, tax, and protection planning.
• Collaborate with peers to strengthen planning culture.
• Generate referrals and grow share of wallet.

Skills

CFP

Series 7

Series 66

Bachelor's degree

Financial planning

Relationship-building

Client satisfaction

Behavioral economics

Team collaboration

Education

Bachelor's degree

Job description

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