VP, Wealth Planning & Strategy

Fidelity Investments Inc.; Portland (OR); On-site; USD 120,000 - 180,000; Full time

Job summary

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,

Qualifications

• Bachelor's degree highly preferred for client-focused wealth planning.
• CFP certification highly preferred for guidance and credibility.
• Active FINRA Series 7 & 66 licenses or ability to acquire on hire.
• 10+ years of industry experience preferred; 5+ years in financial planning.
• Strong understanding of behavioral economics and family dynamics.

Responsibilities

• Develop personalized financial roadmaps and integrated wealth strategies.
• Guide clients through wealth growth, management, and transfer across generations.
• Collaborate with peers to deliver comprehensive retirement, tax, and protection planning.
• Build long-term client relationships and drive referrals and share of wallet.

Skills

Relationship-building

Client satisfaction focus

Financial planning experience

Investment knowledge

Collaboration with peers

Behavioral economics understanding

Education

Bachelor's Degree

CFP

FINRA Series 7 & 66

Job description

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,