Senior VP, Wealth Planning & Client Advisory

Fidelity Investments Inc.; Houston (TX); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Fidelity Investments Inc. in Houston seeks a Wealth Planner to build trusted relationships with high‑net‑worth clients and deliver integrated wealth planning and investment strategies.

You will partner with clients to develop personalized roadmaps, address life events, and coordinate retirement, tax, and protection planning while applying behavioral insights to strengthen goals across generations. This role requires a CFP or equivalent licensing and a proven track record of client satisfaction

Qualifikationen

• Bachelor’s degree highly preferred.
• CFP highly preferred.
• Active FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 5+ years industry experience in financial services, 10+ years preferred.
• 3-5 years of financial planning experience, 5+ years preferred.
• Strong understanding of behavioral economics and family dynamics.
• Outstanding relationship-building skills with collaborative attitude.
• Proven track record of client satisfaction (high Net Promoter Score).
• Deep understanding of investment theory, markets, and products.
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning.

Aufgaben

• Build trusted relationships with clients seeking tailored financial guidance.
• Develop personalized financial roadmaps and deliver integrated wealth planning and investment strategies.
• Implement solutions using sophisticated planning tools to support life events, wealth transfer decisions, and multigenerational planning.
• Collaborate with peers to strengthen a culture of planning.
• Position requires a high-touch planning approach and client-centric service.

Ausbildung

Bachelor’s Degree

CFP

Tools

FINRA Series 7/66

Jobbeschreibung

Fidelity Investments Inc. in Houston seeks a Wealth Planner to build trusted relationships with high‑net‑worth clients and deliver integrated wealth planning and investment strategies.

You will partner with clients to develop personalized roadmaps, address life events, and coordinate retirement, tax, and protection planning while applying behavioral insights to strengthen goals across generations. This role requires a CFP or equivalent licensing and a proven track record of client satisfaction