Elite Wealth Planning Consultant

Fidelity Investments Inc.; Houston (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Wealth Management Planning Consultant to strengthen client relationships among our sophisticated clientele.

The role supports Wealth Management Advisors across investment, retirement, estate, and asset allocation needs, while coordinating annual reviews and client meetings. The ideal candidate will hold Series 7 and 66 licenses, have 5+ years in financial services, and preferably a CFP®.

Formación

• Series 7 and Series 66 licenses held and state registrations.
• 5 years of experience in financial services.
• Bachelor’s degree and/or CFP® preferred.
• Strong interpersonal and communication skills for phone and face-to-face interactions.
• Ability to deliver high-touch service and build trusted client relationships.
• Experience addressing complex inquiries and providing tailored wealth solutions.

Responsabilidades

• Proactively reach out to clients and coordinate annual reviews.
• Prepare for and support client meetings with planning and service guidance.
• Address a wide range of planning and service inquiries.
• Identify opportunities to deepen relationships through asset consolidation and wealth solutions.

Conocimientos

Series 7 & 66 licenses

Financial services experience

Interpersonal communication

Client relationship skills

Team collaboration

Portfolio oversight

Educación

Bachelor’s degree or CFP® preferred

Descripción del empleo

Fidelity Investments Inc. is seeking a Wealth Management Planning Consultant to strengthen client relationships among our sophisticated clientele.

The role supports Wealth Management Advisors across investment, retirement, estate, and asset allocation needs, while coordinating annual reviews and client meetings. The ideal candidate will hold Series 7 and 66 licenses, have 5+ years in financial services, and preferably a CFP®.