VP, Wealth Management Advisor - Houston, TX

Fidelity Investments Inc.; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Wealth Management Advisor to deepen client connections by developing comprehensive financial plans and wealth strategies.

This senior role focuses on wealth management, trust, and estate planning, delivering outstanding service to foster client loyalty. The role requires FINRA licenses (Series 7 & 66 or ability to obtain Series 66), an insurance license, and a minimum of 12 years in financial services with expertise in sophisticated planning and product

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• Insurance license required.
• Minimum 12 years of financial services experience, including complex planning and sophisticated products.
• Strong understanding of Broker/Dealer and RIA marketplace.
• Ability to implement wealth planning processes including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance.
• Demonstrated expertise in portfolio management theory, investment strategies, and global markets.

Responsibilities

• Develop comprehensive financial plans and wealth strategies for high-net-worth clients.
• Execute wealth management, trust and estate planning with excellent client service to drive loyalty.
• Build multi-generational financial plans and present investment and tax strategies.

Skills

Communication

Executive presence

Entrepreneurial spirit

Client relationships

Team collaboration

Financial planning

Education

Bachelor’s Degree

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies. These plans focus on future goals and cash flow needs through sound and efficient savings, investment, and tax strategies. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Insurance license required
• Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
• A sound understanding of the Broker/Dealer and RIA marketplace
• Bachelor’s Degree required
• Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
• Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products, paired with strong communication skills and executive presence
• Extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
• An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results

The Team

Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working as a dedicated team of specialists, Private Wealth Management takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. Through deep client relationships, the team delivers comprehensive wealth management solutions tailored to evolving financial needs. Responsibilities include developing investment strategies, conducting ongoing portfolio reviews, and aligning financial plans with retirement, tax, estate, and wealth preservation objectives. In partnership with financial planning, investment, and service professionals, Private Wealth Management delivers an integrated client experience while fostering long-term relationships and driving business growth.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.