Strategic Wealth Planning Consultant

Soteria Reinsurance Ltd.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity is seeking a Wealth Management Planning Consultant to strengthen client relationships and provide comprehensive support across investment, retirement, and estate planning for our distinguished clients.

In partnership with Wealth Management Advisors, you will coordinate reviews, respond to inquiries, and help deepen client relationships through asset consolidation and tailored wealth solutions. Collaboration and proactive communication are essential to success.

Qualifications

• Series 7 and 66 FINRA licenses required.
• 5+ years of Financial Services experience.
• Bachelor’s degree; CFP preferred.
• Strong interpersonal and communication skills for client engagement.

Responsibilities

• Proactive client outreach and relationship management.
• Coordinate and schedule annual reviews with clients and advisors.
• Prepare for and support client meetings with tailored wealth planning.
• Address a wide range of planning and service inquiries and solutions.

Skills

Series 7 & 66 licenses

Interpersonal skills

Client relationship management

Cross-functional collaboration

Communication proficiency

Education

Bachelor’s degree; CFP preferred

Job description

Fidelity is seeking a Wealth Management Planning Consultant to strengthen client relationships and provide comprehensive support across investment, retirement, and estate planning for our distinguished clients.

In partnership with Wealth Management Advisors, you will coordinate reviews, respond to inquiries, and help deepen client relationships through asset consolidation and tailored wealth solutions. Collaboration and proactive communication are essential to success.