Private Wealth Planning Consultant (Onsite)

Lonestar State College; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity’s Wealth Management Planning Consultant plays a key role in strengthening client relationships and delivering an exceptional experience to Fidelity’s valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs.

Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings,

Qualifications

• Series 7 & 66 licensed and hold appropriate state registrations
• 5 years’ Financial Services experience
• Bachelor’s degree and/or professional certifications (e.g., CFP®) preferred
• Exceptional interpersonal and communication skills for telephone and face-to-face interactions
• Passion for delivering personalized, high-touch service and building trusted client relationships
• Demonstrated expertise addressing complex client inquiries with tailored wealth solutions
• Thrive in a collaborative environment across teams to deliver client-focused outcomes
• Experience monitoring and reviewing client portfolios to align with investment objectives and regulatory requirements

Responsibilities

• Strengthen client relationships and deliver an exceptional experience to Fidelity’s valued clients
• Partner with Wealth Management Advisors to support investment, retirement, and estate planning needs
• Coordinate annual reviews, prepare for and support client meetings
• Address a wide range of planning and service inquiries
• Identify opportunities to deepen client relationships through asset consolidation and wealth solutions

Skills

Series 7/66 licenses

Financial Services experience

Interpersonal skills

Client relationships

Portfolio monitoring

Education

Bachelor’s degree or CFP preferred

Job description

Fidelity’s Wealth Management Planning Consultant plays a key role in strengthening client relationships and delivering an exceptional experience to Fidelity’s valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs.

Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings,