VP, Wealth Management Advisor - Houston, TX

Soteria Reinsurance Ltd.; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Fidelity's Wealth Management Advisor role in Houston seeks a senior professional to develop comprehensive financial plans and wealth strategies. The position emphasizes implementing wealth planning, trust and estate planning for individuals while delivering outstanding service.

The candidate will bring FINRA licenses or ability to obtain Series 66, 12+ years of experience, and deep knowledge of the Broker/Dealer and RIA landscape to drive multi-generational planning and client loyalty.

Qualifications

• FINRA Series 7 & 66 licensed or able to obtain Series 66 on hire.
• 12+ years of financial services experience with complex planning.
• Deep knowledge of the Broker/Dealer and RIA space.
• Bachelor’s Degree required.
• Ability to implement wealth planning elements: investment, retirement, income protection, asset protection, family planning.
• Proven multi-generational financial planning experience.
• Entrepreneurial, collaborative across organization.

Responsibilities

• Develop comprehensive wealth management plans and strategies.
• Lead investment strategies and ongoing portfolio reviews.
• Align financial plans with retirement, tax, estate, and wealth transfer goals.
• Collaborate with planning, investment and service professionals to deliver integrated client experience.
• Build strong client relationships to drive loyalty and growth.

Skills

Series 7 & 66 licensed

12+ years experience

BD/RIA market knowledge

Bachelor's Degree

Wealth planning

Portfolio theory

Communication / executive presence

Education

Bachelor's Degree

Job description

## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **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* 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:## SalesPlease 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.