Private Wealth Planning Consultant - High-Touch Advisor

Fidelity Investments Inc.; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Wealth Management Planning Consultant to strengthen client relationships and provide comprehensive support across investment, retirement, estate planning, and asset allocation for Fidelity’s valued clients.

You will partner with Wealth Management Advisors, conducting proactive outreach, coordinating annual reviews, and supporting client meetings while addressing inquiries with tailored wealth management solutions.

Qualifications

• Series 7 & 66 licensed.
• Insurance license required.
• 5 years’ Financial Services experience.
• Bachelor’s degree and/or professional certifications (e.g., CFP®) preferred.
• Exceptional interpersonal and communication skills for phone and face‑to‑face interactions.
• Passion for personalized, high‑touch service and building trusted client relationships.
• Demonstrated ability to address complex client inquiries with tailored wealth management solutions.
• Thrives in a collaborative, cross‑team environment delivering client‑focused outcomes.

Responsibilities

• Proactive client outreach and coordinating annual reviews.
• Prepare for and support client meetings and inquiries across investment, retirement, and estate planning.
• Identify opportunities to deepen client relationships through asset consolidation and wealth management solutions.
• Collaborate with Wealth Management Advisors and other teams to deliver client‑centered outcomes.
• Monitor client portfolios to ensure alignment with objectives, guidelines, and regulations.

Skills

Series 7 license

Series 66 license

Insurance license

Interpersonal skills

Client relationship management

Effective communication

Financial services experience

Meeting preparation

Portfolio review

Education

Bachelor’s degree

CFP® preferred

Job description

Fidelity Investments Inc. is seeking a Wealth Management Planning Consultant to strengthen client relationships and provide comprehensive support across investment, retirement, estate planning, and asset allocation for Fidelity’s valued clients.

You will partner with Wealth Management Advisors, conducting proactive outreach, coordinating annual reviews, and supporting client meetings while addressing inquiries with tailored wealth management solutions.