Senior Wealth Planner & Trusted Advisor

Fidelity Investments; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity Investments is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance. You serve as trusted adviser and coach, delivering personalized roadmaps and integrated wealth planning aligned with goals today and for generations.

You will help implement investment, retirement, tax, and protection strategies, using planning tools to address major life events and wealth transfer decisions, while collaborating with peers to foster a culture of

Qualifications

• Bachelor’s Degree highly preferred.
• CFP highly preferred.
• Active FINRA Series 7 & 66 licensed and state registrations, 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 delivering comprehensive wealth management strategies including investment management, retirement, tax, and protection planning.

Responsibilities

• Develop personalized wealth roadmaps and integrated planning.
• Implement wealth strategies aligned with client goals.
• Deliver investment, retirement, tax, and protection planning insights.
• Build long-term client relationships and generate referrals.
• Collaborate with peers to strengthen planning culture.
• Utilize planning tools to support major life events and wealth transfers.

Skills

Relationship-building

Wealth planning

Client servicing

Behavioral economics

Family dynamics

Cross-functional collaboration

Sales excellence

Investment knowledge

Multi-generational planning

Fast-paced environment

Education

Bachelor’s Degree

Tools

FINRA Series 7

FINRA Series 66

Job description

Fidelity Investments is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance. You serve as trusted adviser and coach, delivering personalized roadmaps and integrated wealth planning aligned with goals today and for generations.

You will help implement investment, retirement, tax, and protection strategies, using planning tools to address major life events and wealth transfer decisions, while collaborating with peers to foster a culture of