Senior Wealth Advisor Retirement & HNW Planning Job at Fidelity Investments, Westlake, TX

  • Fidelity Investments
  • Westlake, TX

Job Description

Fidelity Investments in Texas seeks a client-focused financial professional to guide wealth management and retirement planning for an existing client base. You will provide investment solutions and leverage an open architecture platform to deepen relationships and drive acquisition. You will mentor clients, educate them about available technology for monitoring investments, and coordinate with partners to deliver tailored, comprehensive financial guidance in a fast-paced Investor Center. #J-18808-Ljbffr

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