Senior Wealth Management Advisor

Soteria Reinsurance Ltd.

Houston (TX)

On-site

USD 150,000 - 210,000

Full time

48 hours ago

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Job summary

Fidelity's Wealth Management Advisor role in Houston seeks a senior professional to develop comprehensive financial plans and wealth strategies. The position emphasizes implementing wealth planning, trust and estate planning for individuals while delivering outstanding service.

The candidate will bring FINRA licenses or ability to obtain Series 66, 12+ years of experience, and deep knowledge of the Broker/Dealer and RIA landscape to drive multi-generational planning and client loyalty.

Qualifications

FINRA Series 7 & 66 licensed or able to obtain Series 66 on hire.
12+ years of financial services experience with complex planning.
Deep knowledge of the Broker/Dealer and RIA space.
Bachelor’s Degree required.
Ability to implement wealth planning elements: investment, retirement, income protection, asset protection, family planning.
Proven multi-generational financial planning experience.
Entrepreneurial, collaborative across organization.

Responsibilities

Develop comprehensive wealth management plans and strategies.
Lead investment strategies and ongoing portfolio reviews.
Align financial plans with retirement, tax, estate, and wealth transfer goals.
Collaborate with planning, investment and service professionals to deliver integrated client experience.
Build strong client relationships to drive loyalty and growth.