Senior Wealth Management Advisor

Fidelity Investments; San Antonio (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Fidelity Investments seeks a senior Wealth Management Advisor to deepen client relationships through comprehensive financial plans, wealth strategies, and estate planning aligned with goals and cash flow needs.

The role requires Series 7, 63, 65, 66 licenses, a Bachelor’s degree, and 12+ years of financial services experience with complex planning and sophisticated products; onsite working model applies across regions.

Qualifications

• Proficient in wealth planning with comprehensive financial plans and tax strategies.
• Strong knowledge of investment products and portfolio management.
• Ability to articulate sophisticated financial concepts to clients.
• Experience building multi-generational financial plans.

Responsibilities

• Implement wealth management, trust and estate planning for individuals.
• Deliver superior client service to drive loyalty and retention.
• Collaborate with planning associates, investment managers and service teams.
• Develop and adjust investment strategies to meet client objectives.

Skills

Wealth planning process

Portfolio management theory

Client relationship building

Cross-organizational collaboration

Education

Bachelor’s Degree

Tools

FINRA Licenses (Series 7/63/65/66)

Job description

Fidelity Investments seeks a senior Wealth Management Advisor to deepen client relationships through comprehensive financial plans, wealth strategies, and estate planning aligned with goals and cash flow needs.

The role requires Series 7, 63, 65, 66 licenses, a Bachelor’s degree, and 12+ years of financial services experience with complex planning and sophisticated products; onsite working model applies across regions.