Senior Wealth Planner & Family-Focused Advisor

Fidelity; Sugar Land (TX); On-site; USD 150,000 - 200,000; Full time

Job summary

Fidelity in Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client satisfaction.

The Wealth Planner is responsible for offering comprehensive wealth management, financial planning, and investment strategies to help clients achieve their financial goals.

Qualifications

• 5+ years of industry experience in financial services or a related field.
• 3-5 years of financial planning experience.
• Proven track record of high client satisfaction and retention.

Responsibilities

• Drive deeper relationships with families through personalized planning.
• Implement comprehensive wealth management for clients.
• Communicate investment updates and financial planning advice.

Skills

Financial Planning Experience

Client Relationship Management

Investment Strategy

Behavioral Economics Knowledge

Technology Proficiency

Sales Skills in Asset Management

Education

Bachelor’s Degree

CFP Certification

Tools

Financial Planning Software

Job description

Fidelity in Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client satisfaction.

The Wealth Planner is responsible for offering comprehensive wealth management, financial planning, and investment strategies to help clients achieve their financial goals.