Senior Wealth Management Advisor

Fidelity Investments Inc.; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Senior Wealth Management Advisor in Houston, TX.

The role focuses on building deeper client connections by developing comprehensive financial plans and wealth strategies, including investment, tax and retirement planning, with a focus on preserving wealth across generations. The position requires extensive licensed credentials, a bachelor’s degree, and a track record of delivering sophisticated financial planning and trust/estate strategies.

Qualifications

• 12+ years of financial services experience, including complex planning and sophisticated product offerings.
• A sound understanding of the Broker/Dealer and RIA marketplace.
• Bachelor's Degree required; FINRA licenses (Series 7/66) and insurance licensing preferred or to be acquired upon hire.
• Ability to implement wealth planning elements including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance.
• Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products with strong communication and executive presence.
• Extensive experience in building and managing multi-generational financial plans to solve complex investment and tax needs.
• Entrepreneurial spirit with ability to collaborate across the organization to achieve results.

Responsibilities

• Develop comprehensive financial plans and wealth strategies for clients.
• Drive investment, trust, and tax strategies aligned with client goals.
• Lead portfolio reviews and adjust plans to evolving needs.
• Collaborate with planning, investment and service professionals to deliver integrated client experiences.

Job description

Fidelity Investments Inc. is seeking a Senior Wealth Management Advisor in Houston, TX.

The role focuses on building deeper client connections by developing comprehensive financial plans and wealth strategies, including investment, tax and retirement planning, with a focus on preserving wealth across generations. The position requires extensive licensed credentials, a bachelor’s degree, and a track record of delivering sophisticated financial planning and trust/estate strategies.